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CAVYX vs VTSMX
CAVYX vs VTSMX Comparison
Open Charts CAVYX vs VTSMX
SEI Catholic Values Equity Y (SCVT)
Price$16.18
Change-$0.23 (-1.40%)
VolumeN/A
Net Assets384.88M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
CAVYX vs VTSMX Comparison Chart
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CAVYX vs. VTSMX commentary
Jun 15, 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 CAVYX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. CAVYX (385M). VTSMX pays higher dividends than CAVYX: VTSMX (1.18) vs CAVYX (0.94). CAVYX was incepted earlier than VTSMX: CAVYX (10 years) vs VTSMX (33 years). CAVYX (0.99) is less costly to investors than VTSMX (0.14). CAVYX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). CAVYX has a lower initial minimum investment than VTSMX: CAVYX (500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. CAVYX (4.56). VTSMX return over 5 years is better than : 91.36 vs. CAVYX (44.45).
| CAVYX | VTSMX | CAVYX / VTSMX | |
| Total Expense Ratio | 0.76 | 0.14 | 543% |
| Annual Report Gross Expense Ratio | 0.99 | 0.14 | 707% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 3.453 | 1.349 | 256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 385M | 1.82T | 0% |
| Annual Yield % from dividends | 0.94 | 1.18 | 79% |
| Returns for 1 year | 4.56 | 10.06 | 45% |
| Returns for 3 years | 39.63 | 57.59 | 69% |
| Returns for 5 years | 44.45 | 91.36 | 49% |
| Returns for 10 years | 76.43 | 178.92 | 43% |
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