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VSMAX vs VVERX
VSMAX vs VVERX Comparison
Open Charts VSMAX vs VVERX
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-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
VSMAX vs VVERX Comparison Chart
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VSMAX 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 VSMAX is a Buy and VVERX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. VVERX (90.7M). VVERX pays higher dividends than VSMAX: VVERX (1.66) vs VSMAX (1.48). VSMAX was incepted earlier than VVERX: VSMAX (25 years) vs VVERX (6 years). VVERX (1.01) is less costly to investors than VSMAX (0.05). VVERX is a more actively managed with annual turnover of: 79.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than VVERX: VSMAX (3000) vs VVERX (2500000). VSMAX annual gain was more profitable for investors over the last year : 5.22 vs. VVERX (-12.42). VSMAX return over 5 years is better than : 63.38 vs. VVERX (-2.04).
| VSMAX | VVERX | VSMAX / VVERX | |
| Total Expense Ratio | 0.05 | 0.77 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 1.01 | 5% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -4.364 | -8.796 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 90.7M | 163,175% |
| Annual Yield % from dividends | 1.48 | 1.66 | 89% |
| Returns for 1 year | 5.22 | -12.42 | -42% |
| Returns for 3 years | 31.37 | -17.38 | -181% |
| Returns for 5 years | 63.38 | -2.04 | -3,113% |
| Returns for 10 years | 93.38 | N/A | - |
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