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VSMAX vs VVERX
VSMAX vs VVERX Comparison
Open Charts VSMAX vs VVERX
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
Virtus Ceredex Small-Cap Value Eq R6
Price$7.23
Change+$0.02 (+0.28%)
VolumeN/A
Net Assets96.64M
VSMAX vs VVERX Comparison Chart in %
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VSMAX vs. VVERX commentary
Jul 07, 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: 148B vs. VVERX (96.6M). 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 : 12.25 vs. VVERX (-5.57). VSMAX return over 5 years is better than : 69.54 vs. VVERX (3.97).
| 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 | 1.447 | -2.165 | -67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 96.6M | 153,209% |
| Annual Yield % from dividends | 1.40 | 1.62 | 86% |
| Returns for 1 year | 12.25 | -5.57 | -220% |
| Returns for 3 years | 37.95 | -7.31 | -519% |
| Returns for 5 years | 69.54 | 3.97 | 1,750% |
| Returns for 10 years | 109.34 | N/A | - |
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