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SASVX vs VSMAX
SASVX vs VSMAX Comparison
Open Charts SASVX vs VSMAX
Virtus Ceredex Small-Cap Value Eq A
Price$6.85
Change+$0.12 (+1.78%)
VolumeN/A
Net Assets94.25M
Vanguard Small Cap Index Admiral Shares
Price$124.07
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
SASVX vs VSMAX Comparison Chart in %
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SASVX vs. VSMAX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SASVX (94.2M). VSMAX pays higher dividends than SASVX: VSMAX (1.32) vs SASVX (0.90). 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 : -0.85 vs. SASVX (-17.49). VSMAX return over 5 years is better than : 41.14 vs. SASVX (-19.90).
| 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 | 0.747 | 7.123 | 10% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.2M | 162B | 0% |
| Annual Yield % from dividends | 0.90 | 1.32 | 68% |
| Returns for 1 year | -17.49 | -0.85 | 2,059% |
| Returns for 3 years | -20.11 | 32.17 | -63% |
| Returns for 5 years | -19.90 | 41.14 | -48% |
| Returns for 10 years | -48.30 | 132.03 | -37% |
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