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SCECX vs VSMAX
SCECX vs VSMAX Comparison
Open Charts SCECX vs VSMAX
Steward Values Enhanced SmMidCapI
Price$13.48
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets184.51M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
SCECX vs VSMAX Comparison Chart in %
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SCECX vs. VSMAX commentary
Sep 08, 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: 161B vs. SCECX (185M). VSMAX pays higher dividends than SCECX: VSMAX (1.31) vs SCECX (0.89). 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). SCECX is a more actively managed with annual turnover of: 36.00 vs. VSMAX (13.00). 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 : 13.64 vs. SCECX (4.41). VSMAX return over 5 years is better than : 66.80 vs. SCECX (10.85).
| 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 | 4.984 | 6.527 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 161B | 0% |
| Annual Yield % from dividends | 0.89 | 1.31 | 68% |
| Returns for 1 year | 4.41 | 13.64 | 32% |
| Returns for 3 years | -0.54 | 39.35 | -1% |
| Returns for 5 years | 10.85 | 66.80 | 16% |
| Returns for 10 years | -0.37 | 132.90 | -0% |
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