Ad is loading...
SASVX vs VSMAX
SASVX vs VSMAX Comparison
Open Charts SASVX vs VSMAX
Virtus Ceredex Small-Cap Value Eq A
Price$5.62
Change+$0.06 (+1.08%)
VolumeN/A
Net Assets87.34M
Vanguard Small Cap Index Admiral Shares
Price$99.27
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
SASVX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SASVX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. SASVX (87.3M). VSMAX pays higher dividends than SASVX: VSMAX (1.52) vs SASVX (0.96). SASVX was incepted earlier than VSMAX: SASVX (22 years) vs VSMAX (24 years). SASVX (1.36) is less costly to investors than VSMAX (0.05). SASVX is a more actively managed with annual turnover of: 94.00 vs. VSMAX (12.00). SASVX has a lower initial minimum investment than VSMAX: SASVX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -2.40 vs. SASVX (-17.84). VSMAX return over 5 years is better than : 66.89 vs. SASVX (-9.01).
| SASVX | VSMAX | SASVX / VSMAX | |
| Total Expense Ratio | 1.36 | 0.05 | 2,720% |
| Annual Report Gross Expense Ratio | 1.36 | 0.05 | 2,720% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -15.994 | -14.455 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.3M | 143B | 0% |
| Annual Yield % from dividends | 0.96 | 1.52 | 63% |
| Returns for 1 year | -17.84 | -2.40 | 743% |
| Returns for 3 years | -33.68 | 0.56 | -6,048% |
| Returns for 5 years | -9.01 | 66.89 | -13% |
| Returns for 10 years | -59.09 | 73.68 | -80% |
View a ticker or compare two or three
VS
VS
Ad is loading...