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STCEX vs VSMAX
STCEX vs VSMAX Comparison
Open Charts STCEX vs VSMAX
Virtus Ceredex Small-Cap Value Eq C
Price$4.39
Change-$0.01 (-0.23%)
VolumeN/A
Net Assets87.24M
Vanguard Small Cap Index Admiral Shares
Price$108.61
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
STCEX vs VSMAX Comparison Chart
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STCEX vs. VSMAX commentary
May 23, 2025
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 STCEX is a Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. STCEX (87.2M). VSMAX pays higher dividends than STCEX: VSMAX (1.56) vs STCEX (1.17). STCEX was incepted earlier than VSMAX: STCEX (28 years) vs VSMAX (25 years). STCEX (2.14) is less costly to investors than VSMAX (0.05). STCEX is a more actively managed with annual turnover of: 79.00 vs. VSMAX (13.00). STCEX has a lower initial minimum investment than VSMAX: STCEX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 1.77 vs. STCEX (-21.61). VSMAX return over 5 years is better than : 67.52 vs. STCEX (-21.42).
| STCEX | VSMAX | STCEX / VSMAX | |
| Total Expense Ratio | 1.81 | 0.05 | 3,620% |
| Annual Report Gross Expense Ratio | 2.14 | 0.05 | 4,280% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | -10.569 | -5.538 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.2M | 140B | 0% |
| Annual Yield % from dividends | 1.17 | 1.56 | 75% |
| Returns for 1 year | -21.61 | 1.77 | -1,222% |
| Returns for 3 years | -34.84 | 22.35 | -156% |
| Returns for 5 years | -21.42 | 67.52 | -32% |
| Returns for 10 years | -65.94 | 91.20 | -72% |