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SASVX vs VSCPX
SASVX vs VSCPX Comparison
Open Charts SASVX vs VSCPX
Virtus Ceredex Small-Cap Value Eq A
Price$6.08
Change-$0.11 (-1.78%)
VolumeN/A
Net Assets90.12M
Vanguard Small Cap Index InstlPlus
Price$317.59
Change-$5.19 (-1.61%)
VolumeN/A
Net Assets147.56B
SASVX vs VSCPX Comparison Chart
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SASVX vs. VSCPX commentary
Jun 14, 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 Buy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. SASVX (90.1M). VSCPX pays higher dividends than SASVX: VSCPX (1.50) vs SASVX (0.98). SASVX was incepted earlier than VSCPX: SASVX (22 years) vs VSCPX (15 years). SASVX (1.44) is less costly to investors than VSCPX (0.03). SASVX is a more actively managed with annual turnover of: 79.00 vs. VSCPX (13.00). 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 : 6.95 vs. SASVX (-12.42). VSCPX return over 5 years is better than : 66.08 vs. SASVX (-7.26).
| SASVX | VSCPX | SASVX / VSCPX | |
| Total Expense Ratio | 1.44 | 0.03 | 4,800% |
| Annual Report Gross Expense Ratio | 1.44 | 0.03 | 4,800% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | -7.474 | -2.792 | 268% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.1M | 148B | 0% |
| Annual Yield % from dividends | 0.98 | 1.50 | 66% |
| Returns for 1 year | -12.42 | 6.95 | -179% |
| Returns for 3 years | -20.15 | 33.54 | -60% |
| Returns for 5 years | -7.26 | 66.08 | -11% |
| Returns for 10 years | -55.52 | 96.62 | -57% |
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