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VSCIX vs VVERX
VSCIX vs VVERX Comparison
Open Charts VSCIX vs VVERX
Vanguard Small Cap Index I
Price$120.42
Change-$0.60 (-0.50%)
VolumeN/A
Net Assets155.27B
Virtus Ceredex Small-Cap Value Eq R6
Price$7.67
Change-$0.07 (-0.90%)
VolumeN/A
Net Assets114.64M
VSCIX vs VVERX Comparison Chart
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VSCIX vs. VVERX commentary
Jan 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 Hold and VVERX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. VVERX (115M). VVERX pays higher dividends than VSCIX: VVERX (3.24) vs VSCIX (1.43). VSCIX was incepted earlier than VVERX: VSCIX (28 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 : 20.15 vs. VVERX (3.50). VSCIX return over 5 years is better than : 53.36 vs. VVERX (-16.56).
| VSCIX | VVERX | VSCIX / VVERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | 4.577 | 3.789 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 115M | 134,783% |
| Annual Yield % from dividends | 1.43 | 3.24 | 44% |
| Returns for 1 year | 20.15 | 3.50 | 575% |
| Returns for 3 years | 24.55 | -16.90 | -145% |
| Returns for 5 years | 53.36 | -16.56 | -322% |
| Returns for 10 years | 125.65 | N/A | - |