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VSCIX vs VVERX
VSCIX vs VVERX Comparison
Open Charts VSCIX vs VVERX
Vanguard Small Cap Index I
Price$106.63
Change+$0.40 (+0.38%)
VolumeN/A
Net Assets153.45B
Virtus Ceredex Small-Cap Value Eq R6
Price$6.82
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets95.43M
VSCIX vs VVERX Comparison Chart
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VSCIX vs. VVERX commentary
Apr 03, 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 StrongBuy and VVERX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. VVERX (95.4M). VVERX pays higher dividends than VSCIX: VVERX (1.63) vs VSCIX (1.53). VSCIX was incepted earlier than VVERX: VSCIX (28 years) vs VVERX (6 years). VVERX (0.96) is less costly to investors than VSCIX (0.04). 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 : -1.82 vs. VVERX (-12.73). VSCIX return over 5 years is better than : 105.93 vs. VVERX (18.67).
| VSCIX | VVERX | VSCIX / VVERX | |
| Total Expense Ratio | 0.04 | 0.77 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.96 | 4% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | -7.659 | -7.713 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 95.4M | 160,377% |
| Annual Yield % from dividends | 1.53 | 1.63 | 94% |
| Returns for 1 year | -1.82 | -12.73 | 14% |
| Returns for 3 years | 4.61 | -26.19 | -18% |
| Returns for 5 years | 105.93 | 18.67 | 567% |
| Returns for 10 years | 88.62 | N/A | - |
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