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SCECX vs VSMAX
SCECX vs VSMAX Comparison
Open Charts SCECX vs VSMAX
Steward Values Enhanced SmMidCapI
Price$12.95
Change-$0.08 (-0.61%)
VolumeN/A
Net Assets187.01M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
SCECX vs VSMAX Comparison Chart in %
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SCECX vs. VSMAX commentary
Aug 18, 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 SCECX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. SCECX (187M). VSMAX pays higher dividends than SCECX: VSMAX (1.37) vs SCECX (0.93). SCECX was incepted earlier than VSMAX: SCECX (19 years) vs VSMAX (25 years). SCECX (0.64) is less costly to investors than VSMAX (0.05). VSMAX has a lower initial minimum investment than SCECX: VSMAX (3000) vs SCECX (100000). VSMAX annual gain was more profitable for investors over the last year : 9.17 vs. SCECX (-0.76). VSMAX return over 5 years is better than : 57.73 vs. SCECX (3.22).
| SCECX | VSMAX | SCECX / VSMAX | |
| Total Expense Ratio | 0.64 | 0.05 | 1,280% |
| Annual Report Gross Expense Ratio | 0.64 | 0.05 | 1,280% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 0.857 | 2.517 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 154B | 0% |
| Annual Yield % from dividends | 0.93 | 1.37 | 68% |
| Returns for 1 year | -0.76 | 9.17 | -8% |
| Returns for 3 years | -14.36 | 20.48 | -70% |
| Returns for 5 years | 3.22 | 57.73 | 6% |
| Returns for 10 years | -9.06 | 113.12 | -8% |
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