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SASVX vs VSMAX
SASVX vs VSMAX Comparison
Open Charts SASVX vs VSMAX
Virtus Ceredex Small-Cap Value Eq A
Price$5.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets87.24M
Vanguard Small Cap Index Admiral Shares
Price$108.61
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
SASVX vs VSMAX Comparison Chart
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SASVX vs. VSMAX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. SASVX (87.2M). VSMAX pays higher dividends than SASVX: VSMAX (1.56) vs SASVX (1.02). 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 : 1.77 vs. SASVX (-18.12). VSMAX return over 5 years is better than : 67.52 vs. SASVX (-7.39).
| 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 | -10.463 | -5.538 | 189% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.2M | 140B | 0% |
| Annual Yield % from dividends | 1.02 | 1.56 | 65% |
| Returns for 1 year | -18.12 | 1.77 | -1,025% |
| Returns for 3 years | -26.00 | 22.35 | -116% |
| Returns for 5 years | -7.39 | 67.52 | -11% |
| Returns for 10 years | -56.20 | 91.20 | -62% |
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