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VSCIX vs VTMSX
VSCIX vs VTMSX Comparison
Open Charts VSCIX vs VTMSX
Vanguard Small Cap Index I
Price$108.61
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
Vanguard Tax-Managed Small Cap Adm
Price$85.32
Change-$0.06 (-0.07%)
VolumeN/A
Net Assets8.09B
VSCIX vs VTMSX Comparison Chart
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VSCIX vs. VTMSX 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 VSCIX is a Buy and VTMSX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 140B vs. VTMSX (8.09B). VTMSX pays higher dividends than VSCIX: VTMSX (1.74) vs VSCIX (1.57). VSCIX was incepted earlier than VTMSX: VSCIX (28 years) vs VTMSX (26 years). VTMSX (0.09) is less costly to investors than VSCIX (0.04). VTMSX is a more actively managed with annual turnover of: 14.00 vs. VSCIX (13.00). VTMSX has a lower initial minimum investment than VSCIX: VTMSX (10000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 1.77 vs. VTMSX (-3.57). VSCIX (67.54) and VTMSX (66.34) have equivalent 5 years return.
| VSCIX | VTMSX | VSCIX / VTMSX | |
| Total Expense Ratio | 0.04 | 0.09 | 44% |
| Annual Report Gross Expense Ratio | 0.04 | 0.09 | 44% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | -5.529 | -9.161 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 10000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 8.09B | 1,731% |
| Annual Yield % from dividends | 1.57 | 1.74 | 90% |
| Returns for 1 year | 1.77 | -3.57 | -50% |
| Returns for 3 years | 22.36 | 8.76 | 255% |
| Returns for 5 years | 67.54 | 66.34 | 102% |
| Returns for 10 years | 91.24 | 82.49 | 111% |
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