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VSCPX vs VSMSX ᐉ Comparison: Which is Better to Invest?
VSCPX vs VSMSX Comparison
Open Charts VSCPX vs VSMSX
Vanguard Small Cap Index InstlPlus
Price$266.84
Change-$0.38 (-0.14%)
VolumeN/A
CapitalizationN/A
Vanguard S&P Small-Cap 600 Index I
Price$359.27
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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VSCPX vs VSMSX Comparison Chart
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VSCPX vs. VSMSX commentary
Nov 28, 2023
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 VSCPX is a Buy and VSMSX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 111B vs. VSMSX (3.79B). VSCPX pays higher dividends than VSMSX: VSCPX (1.85) vs VSMSX (1.60). VSCPX was incepted earlier than VSMSX: VSCPX (13 years) vs VSMSX (13 years). VSMSX (0.08) is less costly to investors than VSCPX (0.03). VSMSX is a more actively managed with annual turnover of: 19.00 vs. VSCPX (14.00). VSMSX has a lower initial minimum investment than VSCPX: VSMSX (5000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : -0.24 vs. VSMSX (-4.17). VSCPX return over 5 years is better than : 32.09 vs. VSMSX (26.74).
| VSCPX | VSMSX | VSCPX / VSMSX | |
| Total Expense Ratio | 0.03 | 0.08 | 38% |
| Annual Report Gross Expense Ratio | 0.03 | 0.08 | 38% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 5.472 | 3.014 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 5000000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 3.79B | 2,927% |
| Annual Yield % from dividends | 1.85 | 1.60 | 115% |
| Returns for 1 year | -0.24 | -4.17 | 6% |
| Returns for 3 years | 5.39 | 12.75 | 42% |
| Returns for 5 years | 32.09 | 26.74 | 120% |
| Returns for 10 years | 88.98 | 98.23 | 91% |