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SASVX vs VSMAX
SASVX vs VSMAX Comparison
Open Charts SASVX vs VSMAX
Virtus Ceredex Small-Cap Value Eq A
Price$6.47
Change-$0.08 (-1.22%)
VolumeN/A
Net Assets94.36M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
SASVX vs VSMAX Comparison Chart in %
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SASVX vs. VSMAX commentary
Aug 18, 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: 154B vs. SASVX (94.4M). VSMAX pays higher dividends than SASVX: VSMAX (1.37) vs SASVX (0.95). 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 : 9.17 vs. SASVX (-12.98). VSMAX return over 5 years is better than : 57.73 vs. SASVX (-10.51).
| 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 | -3.288 | 2.517 | -131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.4M | 154B | 0% |
| Annual Yield % from dividends | 0.95 | 1.37 | 69% |
| Returns for 1 year | -12.98 | 9.17 | -141% |
| Returns for 3 years | -23.31 | 20.48 | -114% |
| Returns for 5 years | -10.51 | 57.73 | -18% |
| Returns for 10 years | -53.36 | 113.12 | -47% |
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