SASVX
Price
$6.74
Change
+$0.06 (+0.90%)
Updated
Dec 24 closing price
VSMAX
Price
$116.88
Change
+$0.97 (+0.84%)
Updated
Dec 24 closing price
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SASVX vs VSMAX

Header iconSASVX vs VSMAX Comparison
Open Charts SASVX vs VSMAXBanner chart's image
Virtus Ceredex Small-Cap Value Eq A
Price$6.74
Change+$0.06 (+0.90%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$116.88
Change+$0.97 (+0.84%)
VolumeN/A
CapitalizationN/A
SASVX vs VSMAX Comparison Chart
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VS
SASVX vs. VSMAX commentary
Dec 26, 2024

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 Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. SASVX (109M). SASVX pays higher dividends than VSMAX: SASVX (3.29) vs VSMAX (1.42). SASVX was incepted earlier than VSMAX: SASVX (21 years) vs VSMAX (24 years). 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 : 14.60 vs. SASVX (-3.29). VSMAX return over 5 years is better than : 49.23 vs. SASVX (-23.65).
SASVXVSMAXSASVX / VSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence21 years24 years-
Gain YTD-3.28614.757-22%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets109M167B0%
Annual Yield % from dividends3.291.42232%
Returns for 1 year-3.2914.60-23%
Returns for 3 years-26.8710.03-268%
Returns for 5 years-23.6549.23-48%
Returns for 10 years-49.92115.66-43%
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