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SASVX vs VSCPX
SASVX vs VSCPX Comparison
Open Charts SASVX vs VSCPX
Virtus Ceredex Small-Cap Value Eq A
Price$5.62
Change+$0.06 (+1.08%)
VolumeN/A
Net Assets87.34M
Vanguard Small Cap Index InstlPlus
Price$286.51
Change+$2.44 (+0.86%)
VolumeN/A
Net Assets143.36B
SASVX vs VSCPX Comparison Chart
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SASVX vs. VSCPX commentary
Apr 19, 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 SASVX is a Hold and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. SASVX (87.3M). VSCPX pays higher dividends than SASVX: VSCPX (1.54) vs SASVX (0.96). SASVX was incepted earlier than VSCPX: SASVX (22 years) vs VSCPX (14 years). SASVX (1.36) is less costly to investors than VSCPX (0.03). SASVX is a more actively managed with annual turnover of: 94.00 vs. VSCPX (12.00). SASVX has a lower initial minimum investment than VSCPX: SASVX (2500) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : -2.39 vs. SASVX (-17.84). VSCPX return over 5 years is better than : 66.94 vs. SASVX (-9.01).
| SASVX | VSCPX | SASVX / VSCPX | |
| Total Expense Ratio | 1.36 | 0.03 | 4,533% |
| Annual Report Gross Expense Ratio | 1.36 | 0.03 | 4,533% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | -15.994 | -14.450 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.3M | 143B | 0% |
| Annual Yield % from dividends | 0.96 | 1.54 | 63% |
| Returns for 1 year | -17.84 | -2.39 | 746% |
| Returns for 3 years | -33.68 | 0.58 | -5,841% |
| Returns for 5 years | -9.01 | 66.94 | -13% |
| Returns for 10 years | -59.09 | 73.76 | -80% |