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$6.52
Change+$0.02 (+0.31%)
VolumeN/A
Net Assets96.64M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
SASVX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SASVX vs. VSMAX commentary
Jul 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SASVX (96.6M). VSMAX pays higher dividends than SASVX: VSMAX (1.40) vs SASVX (0.96). 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 : 12.25 vs. SASVX (-7.10). VSMAX return over 5 years is better than : 69.54 vs. SASVX (-3.27).
| 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 | -2.541 | 1.447 | -176% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.6M | 148B | 0% |
| Annual Yield % from dividends | 0.96 | 1.40 | 69% |
| Returns for 1 year | -7.10 | 12.25 | -58% |
| Returns for 3 years | -11.78 | 37.95 | -31% |
| Returns for 5 years | -3.27 | 69.54 | -5% |
| Returns for 10 years | -52.88 | 109.34 | -48% |