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SASVX vs VSMAX
SASVX vs VSMAX Comparison
Open Charts SASVX vs VSMAX
Virtus Ceredex Small-Cap Value Eq A
Price$6.48
Change+$0.02 (+0.31%)
VolumeN/A
Net Assets95.09M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
SASVX vs VSMAX Comparison Chart in %
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SASVX vs. VSMAX commentary
Jul 26, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. SASVX (95.1M). VSMAX pays higher dividends than SASVX: VSMAX (1.40) vs SASVX (0.96). SASVX was incepted earlier than VSMAX: SASVX (22 years) vs VSMAX (25 years). SASVX (1.44) is less costly to investors than VSMAX (0.05). SASVX is a more actively managed with annual turnover of: 79.00 vs. VSMAX (13.00). 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 : 7.83 vs. SASVX (-14.37). VSMAX return over 5 years is better than : 65.85 vs. SASVX (-7.64).
| SASVX | VSMAX | SASVX / VSMAX | |
| Total Expense Ratio | 1.44 | 0.05 | 2,880% |
| Annual Report Gross Expense Ratio | 1.44 | 0.05 | 2,880% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | -3.438 | 2.178 | -158% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.1M | 153B | 0% |
| Annual Yield % from dividends | 0.96 | 1.40 | 69% |
| Returns for 1 year | -14.37 | 7.83 | -184% |
| Returns for 3 years | -16.25 | 33.45 | -49% |
| Returns for 5 years | -7.64 | 65.85 | -12% |
| Returns for 10 years | -53.22 | 113.90 | -47% |
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