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VSMAX vs VVERX
VSMAX vs VVERX Comparison
Open Charts VSMAX vs VVERX
Vanguard Small Cap Index Admiral Shares
Price$124.17
Change+$1.84 (+1.50%)
VolumeN/A
Net Assets161.26B
Virtus Ceredex Small-Cap Value Eq R6
Price$7.34
Change-$0.02 (-0.27%)
VolumeN/A
Net Assets95.52M
VSMAX vs VVERX Comparison Chart in %
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VSMAX vs. VVERX commentary
Sep 19, 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 VSMAX is a Buy and VVERX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. VVERX (95.5M). VVERX pays higher dividends than VSMAX: VVERX (1.53) vs VSMAX (1.31). VSMAX was incepted earlier than VVERX: VSMAX (25 years) vs VVERX (7 years). VVERX (1.01) is less costly to investors than VSMAX (0.05). VVERX is a more actively managed with annual turnover of: 79.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than VVERX: VSMAX (3000) vs VVERX (2500000). VSMAX annual gain was more profitable for investors over the last year : 9.64 vs. VVERX (-10.87). VSMAX return over 5 years is better than : 67.39 vs. VVERX (2.98).
| VSMAX | VVERX | VSMAX / VVERX | |
| Total Expense Ratio | 0.05 | 0.77 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 1.01 | 5% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 6.405 | -0.406 | -1,578% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 95.5M | 168,586% |
| Annual Yield % from dividends | 1.31 | 1.53 | 86% |
| Returns for 1 year | 9.64 | -10.87 | -89% |
| Returns for 3 years | 37.50 | -9.15 | -410% |
| Returns for 5 years | 67.39 | 2.98 | 2,263% |
| Returns for 10 years | 132.72 | N/A | - |
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