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SASVX vs VSMAX
SASVX vs VSMAX Comparison
Open Charts SASVX vs VSMAX
Virtus Ceredex Small-Cap Value Eq A
Price$6.08
Change-$0.11 (-1.78%)
VolumeN/A
Net Assets90.12M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
SASVX vs VSMAX Comparison Chart
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SASVX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SASVX (90.1M). VSMAX pays higher dividends than SASVX: VSMAX (1.48) vs SASVX (0.98). 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 : 6.94 vs. SASVX (-12.42). VSMAX return over 5 years is better than : 66.05 vs. SASVX (-7.26).
| 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 | -7.474 | -2.800 | 267% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.1M | 148B | 0% |
| Annual Yield % from dividends | 0.98 | 1.48 | 67% |
| Returns for 1 year | -12.42 | 6.94 | -179% |
| Returns for 3 years | -20.15 | 33.52 | -60% |
| Returns for 5 years | -7.26 | 66.05 | -11% |
| Returns for 10 years | -55.52 | 96.54 | -58% |
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