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VSMAX vs VVERX
VSMAX vs VVERX Comparison
Open Charts VSMAX vs VVERX
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Virtus Ceredex Small-Cap Value Eq R6
Price$7.19
Change-$0.08 (-1.10%)
VolumeN/A
Net Assets94.36M
VSMAX vs VVERX Comparison Chart in %
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VSMAX vs. VVERX commentary
Aug 17, 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 Hold and VVERX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. VVERX (94.4M). VVERX pays higher dividends than VSMAX: VVERX (1.60) vs VSMAX (1.37). 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 : 9.17 vs. VVERX (-11.45). VSMAX return over 5 years is better than : 57.73 vs. VVERX (-3.62).
| 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 | 2.517 | -2.706 | -93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 94.4M | 163,136% |
| Annual Yield % from dividends | 1.37 | 1.60 | 86% |
| Returns for 1 year | 9.17 | -11.45 | -80% |
| Returns for 3 years | 20.48 | -19.39 | -106% |
| Returns for 5 years | 57.73 | -3.62 | -1,593% |
| Returns for 10 years | 113.12 | N/A | - |
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