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SCRSX vs VSMAX
SCRSX vs VSMAX Comparison
Open Charts SCRSX vs VSMAX
Bernstein Small Cap Core SCB
Price$12.07
Change+$0.12 (+1.00%)
VolumeN/A
Net Assets699.46M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
SCRSX vs VSMAX Comparison Chart in %
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SCRSX vs. VSMAX commentary
Jul 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 SCRSX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SCRSX (699M). VSMAX pays higher dividends than SCRSX: VSMAX (1.40) vs SCRSX (0.20). SCRSX was incepted earlier than VSMAX: SCRSX (10 years) vs VSMAX (25 years). SCRSX (1.15) is less costly to investors than VSMAX (0.05). SCRSX is a more actively managed with annual turnover of: 63.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than SCRSX: VSMAX (3000) vs SCRSX (5000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. SCRSX (-4.34). VSMAX return over 5 years is better than : 69.54 vs. SCRSX (23.63).
| SCRSX | VSMAX | SCRSX / VSMAX | |
| Total Expense Ratio | 1.15 | 0.05 | 2,300% |
| Annual Report Gross Expense Ratio | 1.15 | 0.05 | 2,300% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 1.089 | 1.447 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 699M | 148B | 0% |
| Annual Yield % from dividends | 0.20 | 1.40 | 14% |
| Returns for 1 year | -4.34 | 12.25 | -35% |
| Returns for 3 years | 1.64 | 37.95 | 4% |
| Returns for 5 years | 23.63 | 69.54 | 34% |
| Returns for 10 years | N/A | 109.34 | - |