Interact to see
Advertisement
Advertisement
SASVX vs VSMAX
SASVX vs VSMAX Comparison
Open Charts SASVX vs VSMAX
Virtus Ceredex Small-Cap Value Eq A
Price$6.71
Change+$0.02 (+0.30%)
VolumeN/A
Net Assets96.87M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
SASVX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SASVX vs. VSMAX commentary
Sep 06, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. SASVX (96.9M). VSMAX pays higher dividends than SASVX: VSMAX (1.31) vs SASVX (0.91). 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 : 12.85 vs. SASVX (-9.90). VSMAX return over 5 years is better than : 65.62 vs. SASVX (-5.37).
| 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 | 0.000 | 5.779 | - |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.9M | 161B | 0% |
| Annual Yield % from dividends | 0.91 | 1.31 | 69% |
| Returns for 1 year | -9.90 | 12.85 | -77% |
| Returns for 3 years | -12.30 | 38.37 | -32% |
| Returns for 5 years | -5.37 | 65.62 | -8% |
| Returns for 10 years | -49.21 | 131.27 | -37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement