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VSCIX vs VVERX
VSCIX vs VVERX Comparison
Open Charts VSCIX vs VVERX
Vanguard Small Cap Index I
Price$120.35
Change+$0.18 (+0.15%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Small-Cap Value Eq R6
Price$8.89
Change-$0.11 (-1.22%)
VolumeN/A
CapitalizationN/A
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VSCIX vs VVERX Comparison Chart
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VSCIX vs. VVERX commentary
Nov 08, 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 VSCIX is a StrongBuy and VVERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVERX pays higher dividends than VSCIX: VVERX (3.24) vs VSCIX (1.43). VSCIX was incepted earlier than VVERX: VSCIX (27 years) vs VVERX (6 years). VVERX is a more actively managed with annual turnover of: 94.00 vs. VSCIX (12.00). VVERX has a lower initial minimum investment than VSCIX: VVERX (2500000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 37.24 vs. VVERX (21.29). VSCIX return over 5 years is better than : 59.58 vs. VVERX (-7.08).
| VSCIX | VVERX | VSCIX / VVERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | 18.061 | 15.755 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | N/A | - |
| Annual Yield % from dividends | 1.43 | 3.24 | 44% |
| Returns for 1 year | 37.24 | 21.29 | 175% |
| Returns for 3 years | 6.07 | -26.07 | -23% |
| Returns for 5 years | 59.58 | -7.08 | -841% |
| Returns for 10 years | 127.47 | N/A | - |