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VSCPX vs VVERX
VSCPX vs VVERX Comparison
Open Charts VSCPX vs VVERX
Vanguard Small Cap Index InstlPlus
Price$347.58
Change-$1.72 (-0.49%)
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
VSCPX vs VVERX Comparison Chart
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VSCPX 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 VSCPX is a Hold and VVERX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. VVERX (115M). VVERX pays higher dividends than VSCPX: VVERX (3.24) vs VSCPX (1.44). VSCPX was incepted earlier than VVERX: VSCPX (14 years) vs VVERX (6 years). VVERX is a more actively managed with annual turnover of: 94.00 vs. VSCPX (12.00). VVERX has a lower initial minimum investment than VSCPX: VVERX (2500000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 20.15 vs. VVERX (3.50). VSCPX return over 5 years is better than : 53.38 vs. VVERX (-16.56).
| VSCPX | VVERX | VSCPX / VVERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 4.576 | 3.789 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 2500000 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 115M | 134,783% |
| Annual Yield % from dividends | 1.44 | 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 | 53.38 | -16.56 | -322% |
| Returns for 10 years | 125.71 | N/A | - |
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