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VSMAX vs VVERX
VSMAX vs VVERX Comparison
Open Charts VSMAX vs VVERX
Vanguard Small Cap Index Adm
Price$120.35
Change+$0.18 (+0.15%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Small-Cap Value Eq R6
Price$8.89
Change-$0.11 (-1.22%)
VolumeN/A
CapitalizationN/A
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VSMAX vs VVERX Comparison Chart
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VSMAX vs. VVERX commentary
Nov 08, 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 VSMAX is a StrongBuy and VVERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVERX pays higher dividends than VSMAX: VVERX (3.24) vs VSMAX (1.42). VSMAX was incepted earlier than VVERX: VSMAX (24 years) vs VVERX (6 years). VVERX is a more actively managed with annual turnover of: 94.00 vs. VSMAX (12.00). 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 : 37.22 vs. VVERX (21.29). VSMAX return over 5 years is better than : 59.56 vs. VVERX (-7.08).
| VSMAX | VVERX | VSMAX / VVERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 18.059 | 15.755 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | N/A | - |
| Annual Yield % from dividends | 1.42 | 3.24 | 44% |
| Returns for 1 year | 37.22 | 21.29 | 175% |
| Returns for 3 years | 6.06 | -26.07 | -23% |
| Returns for 5 years | 59.56 | -7.08 | -841% |
| Returns for 10 years | 127.40 | N/A | - |
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