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SASVX vs VSMAX
SASVX vs VSMAX Comparison
Open Charts SASVX vs VSMAX
Virtus Ceredex Small-Cap Value Eq A
Price$6.56
Change-$0.05 (-0.76%)
VolumeN/A
Net Assets94.72M
Vanguard Small Cap Index Admiral Shares
Price$120.96
Change-$1.21 (-0.99%)
VolumeN/A
Net Assets161.26B
SASVX vs VSMAX Comparison Chart in %
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SASVX vs. VSMAX commentary
Sep 27, 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 (94.7M). 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 : 8.90 vs. SASVX (-12.61). VSMAX return over 5 years is better than : 71.77 vs. SASVX (-2.08).
| 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 | -1.196 | 6.266 | -19% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.7M | 161B | 0% |
| Annual Yield % from dividends | 0.91 | 1.31 | 69% |
| Returns for 1 year | -12.61 | 8.90 | -142% |
| Returns for 3 years | -7.21 | 51.28 | -14% |
| Returns for 5 years | -2.08 | 71.77 | -3% |
| Returns for 10 years | -47.46 | 147.93 | -32% |
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