Ad is loading...
VSCPX vs VVERX
VSCPX vs VVERX Comparison
Open Charts VSCPX vs VVERX
Vanguard Small Cap Index InstlPlus
Price$326.54
Change-$2.23 (-0.68%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Small-Cap Value Eq R6
Price$8.48
Change-$0.08 (-0.93%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
VSCPX vs VVERX Comparison Chart
Loading...
VSCPX vs. VVERX commentary
Sep 21, 2024
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 StrongBuy and VVERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 149B vs. VVERX (105M). 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 : 20.76 vs. VVERX (7.65). VSCPX return over 5 years is better than : 51.88 vs. VVERX (-10.42).
| 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 | 9.741 | 9.245 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 2500000 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 105M | 141,905% |
| Annual Yield % from dividends | 1.44 | 3.24 | 44% |
| Returns for 1 year | 20.76 | 7.65 | 271% |
| Returns for 3 years | 5.72 | -23.64 | -24% |
| Returns for 5 years | 51.88 | -10.42 | -498% |
| Returns for 10 years | 114.22 | N/A | - |