SCETX
Price
$7.44
Change
+$0.02 (+0.27%)
Updated
Jul 3 closing price
Net Assets
96.64M
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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SCETX vs VSMAX

Header iconSCETX vs VSMAX Comparison
Open Charts SCETX vs VSMAXBanner chart's image
Virtus Ceredex Small-Cap Value Eq I
Price$7.44
Change+$0.02 (+0.27%)
VolumeN/A
Net Assets96.64M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
SCETX vs VSMAX Comparison Chart in %
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VS
SCETX vs. VSMAX commentary
Jul 07, 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 SCETX is a Buy and VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SCETX (96.6M). VSMAX pays higher dividends than SCETX: VSMAX (1.40) vs SCETX (0.96). SCETX was incepted earlier than VSMAX: SCETX (28 years) vs VSMAX (25 years). SCETX (1.19) is less costly to investors than VSMAX (0.05). SCETX is a more actively managed with annual turnover of: 79.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than SCETX: VSMAX (3000) vs SCETX (100000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. SCETX (-5.48). VSMAX return over 5 years is better than : 69.54 vs. SCETX (3.06).
SCETXVSMAXSCETX / VSMAX
Total Expense Ratio0.820.051,640%
Annual Report Gross Expense Ratio1.190.052,380%
Fund Existence28 years25 years-
Gain YTD-2.2341.447-154%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets96.6M148B0%
Annual Yield % from dividends0.961.4069%
Returns for 1 year-5.4812.25-45%
Returns for 3 years-7.5937.95-20%
Returns for 5 years3.0669.544%
Returns for 10 years-47.99109.34-44%
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