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STCEX vs VSMAX
STCEX vs VSMAX Comparison
Open Charts STCEX vs VSMAX
Virtus Ceredex Small-Cap Value Eq C
Price$4.78
Change+$0.01 (+0.21%)
VolumeN/A
Net Assets96.64M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
STCEX vs VSMAX Comparison Chart in %
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STCEX 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 STCEX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. STCEX (96.6M). VSMAX pays higher dividends than STCEX: VSMAX (1.40) vs STCEX (1.11). STCEX was incepted earlier than VSMAX: STCEX (28 years) vs VSMAX (25 years). STCEX (2.14) is less costly to investors than VSMAX (0.05). STCEX is a more actively managed with annual turnover of: 79.00 vs. VSMAX (13.00). STCEX has a lower initial minimum investment than VSMAX: STCEX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. STCEX (-10.92). VSMAX return over 5 years is better than : 69.54 vs. STCEX (-17.91).
| STCEX | VSMAX | STCEX / VSMAX | |
| Total Expense Ratio | 1.81 | 0.05 | 3,620% |
| Annual Report Gross Expense Ratio | 2.14 | 0.05 | 4,280% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | -2.846 | 1.447 | -197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.6M | 148B | 0% |
| Annual Yield % from dividends | 1.11 | 1.40 | 79% |
| Returns for 1 year | -10.92 | 12.25 | -89% |
| Returns for 3 years | -21.84 | 37.95 | -58% |
| Returns for 5 years | -17.91 | 69.54 | -26% |
| Returns for 10 years | -63.43 | 109.34 | -58% |