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VSMAX vs VVERX
VSMAX vs VVERX Comparison
Open Charts VSMAX vs VVERX
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Virtus Ceredex Small-Cap Value Eq R6
Price$7.19
Change+$0.02 (+0.28%)
VolumeN/A
Net Assets95.05M
VSMAX vs VVERX Comparison Chart in %
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VSMAX vs. VVERX commentary
Jul 28, 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 StrongBuy and VVERX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. VVERX (95.1M). VVERX pays higher dividends than VSMAX: VVERX (1.62) vs VSMAX (1.40). 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 : 8.49 vs. VVERX (-12.72). VSMAX return over 5 years is better than : 66.87 vs. VVERX (-0.43).
| 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 | 2.804 | -2.706 | -104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 95.1M | 160,883% |
| Annual Yield % from dividends | 1.40 | 1.62 | 86% |
| Returns for 1 year | 8.49 | -12.72 | -67% |
| Returns for 3 years | 34.27 | -11.76 | -291% |
| Returns for 5 years | 66.87 | -0.43 | -15,655% |
| Returns for 10 years | 115.21 | N/A | - |
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