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SCRSX vs VSMAX
SCRSX vs VSMAX Comparison
Open Charts SCRSX vs VSMAX
Bernstein Small Cap Core SCB
Price$12.01
Change-$0.58 (-4.61%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SCRSX vs VSMAX Comparison Chart
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SCRSX vs. VSMAX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SCRSX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. SCRSX (744M). VSMAX pays higher dividends than SCRSX: VSMAX (1.42) vs SCRSX (0.42). SCRSX was incepted earlier than VSMAX: SCRSX (9 years) vs VSMAX (24 years). SCRSX is a more actively managed with annual turnover of: 43.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than SCRSX: VSMAX (3000) vs SCRSX (5000). VSMAX annual gain was more profitable for investors over the last year : 19.58 vs. SCRSX (2.21). VSMAX return over 5 years is better than : 53.97 vs. SCRSX (8.60).
| SCRSX | VSMAX | SCRSX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -0.135 | 18.049 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 744M | 167B | 0% |
| Annual Yield % from dividends | 0.42 | 1.42 | 30% |
| Returns for 1 year | 2.21 | 19.58 | 11% |
| Returns for 3 years | -13.20 | 15.80 | -84% |
| Returns for 5 years | 8.60 | 53.97 | 16% |
| Returns for 10 years | N/A | 125.00 | - |