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VSMAX vs VVERX
VSMAX vs VVERX Comparison
Open Charts VSMAX vs VVERX
Vanguard Small Cap Index Admiral Shares
Price$122.99
Change+$1.67 (+1.38%)
VolumeN/A
Net Assets162.36B
Virtus Ceredex Small-Cap Value Eq R6
Price$7.46
Change+$0.10 (+1.36%)
VolumeN/A
Net Assets94.09M
VSMAX vs VVERX Comparison Chart in %
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VSMAX vs. VVERX commentary
Oct 21, 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: 162B vs. VVERX (94.1M). VVERX pays higher dividends than VSMAX: VVERX (1.54) vs VSMAX (1.34). VSMAX was incepted earlier than VVERX: VSMAX (25 years) vs VVERX (7 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 : 4.95 vs. VVERX (-13.95). VSMAX return over 5 years is better than : 55.46 vs. VVERX (-3.95).
| 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 | 7 years | - |
| Gain YTD | 5.599 | -0.406 | -1,379% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 94.1M | 172,157% |
| Annual Yield % from dividends | 1.34 | 1.54 | 87% |
| Returns for 1 year | 4.95 | -13.95 | -35% |
| Returns for 3 years | 42.02 | -8.94 | -470% |
| Returns for 5 years | 55.46 | -3.95 | -1,403% |
| Returns for 10 years | 130.86 | N/A | - |