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VSCPX vs VVERX
VSCPX vs VVERX Comparison
Open Charts VSCPX vs VVERX
Vanguard Small Cap Index InstlPlus
Price$317.59
Change-$5.19 (-1.61%)
VolumeN/A
Net Assets147.56B
Virtus Ceredex Small-Cap Value Eq R6
Price$6.74
Change-$0.12 (-1.75%)
VolumeN/A
Net Assets90.65M
VSCPX vs VVERX Comparison Chart
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VSCPX vs. VVERX commentary
Jun 16, 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 VSCPX is a Buy and VVERX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. VVERX (90.7M). VVERX pays higher dividends than VSCPX: VVERX (1.66) vs VSCPX (1.50). VSCPX was incepted earlier than VVERX: VSCPX (15 years) vs VVERX (6 years). VVERX (1.01) is less costly to investors than VSCPX (0.03). VVERX is a more actively managed with annual turnover of: 79.00 vs. VSCPX (13.00). VVERX has a lower initial minimum investment than VSCPX: VVERX (2500000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 5.23 vs. VVERX (-12.42). VSCPX return over 5 years is better than : 63.41 vs. VVERX (-2.04).
| VSCPX | VVERX | VSCPX / VVERX | |
| Total Expense Ratio | 0.03 | 0.77 | 4% |
| Annual Report Gross Expense Ratio | 0.03 | 1.01 | 3% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -4.355 | -8.796 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 2500000 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 90.7M | 163,175% |
| Annual Yield % from dividends | 1.50 | 1.66 | 90% |
| Returns for 1 year | 5.23 | -12.42 | -42% |
| Returns for 3 years | 31.39 | -17.38 | -181% |
| Returns for 5 years | 63.41 | -2.04 | -3,115% |
| Returns for 10 years | 93.45 | N/A | - |
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