Interact to see
Advertisement
Advertisement
VSCIX vs VVERX
VSCIX vs VVERX Comparison
Open Charts VSCIX vs VVERX
Vanguard Small Cap Index I
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
Virtus Ceredex Small-Cap Value Eq R6
Price$6.80
Change+$0.09 (+1.34%)
VolumeN/A
Net Assets88.29M
VSCIX vs VVERX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSCIX vs. VVERX commentary
Jun 07, 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: 148B vs. VVERX (88.3M). VVERX pays higher dividends than VSCIX: VVERX (1.66) vs VSCIX (1.49). VSCIX was incepted earlier than VVERX: VSCIX (28 years) vs VVERX (6 years). VVERX (1.01) is less costly to investors than VSCIX (0.04). VVERX is a more actively managed with annual turnover of: 79.00 vs. VSCIX (13.00). 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 : 5.16 vs. VVERX (-13.26). VSCIX return over 5 years is better than : 52.41 vs. VVERX (-10.39).
| VSCIX | VVERX | VSCIX / VVERX | |
| Total Expense Ratio | 0.04 | 0.77 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 1.01 | 4% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | -4.051 | -9.202 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 88.3M | 167,610% |
| Annual Yield % from dividends | 1.49 | 1.66 | 90% |
| Returns for 1 year | 5.16 | -13.26 | -39% |
| Returns for 3 years | 16.72 | -26.02 | -64% |
| Returns for 5 years | 52.41 | -10.39 | -504% |
| Returns for 10 years | 96.66 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement