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SASVX vs VSMAX
SASVX vs VSMAX Comparison
Open Charts SASVX vs VSMAX
Virtus Ceredex Small-Cap Value Eq A
Price$7.42
Change+$0.77 (+11.58%)
VolumeN/A
Net Assets99.79M
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
SASVX vs VSMAX Comparison Chart in %
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SASVX vs. VSMAX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SASVX (99.8M). VSMAX pays higher dividends than SASVX: VSMAX (1.27) vs SASVX (0.56). 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). SASVX (11.23) and VSMAX (10.71) have marching annual gain over last year. VSMAX return over 5 years is better than : 31.93 vs. SASVX (-19.33).
| 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 | 10.417 | 5.535 | 188% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.8M | 162B | 0% |
| Annual Yield % from dividends | 0.56 | 1.27 | 44% |
| Returns for 1 year | 11.23 | 10.71 | 105% |
| Returns for 3 years | -0.63 | 33.11 | -2% |
| Returns for 5 years | -19.33 | 31.93 | -61% |
| Returns for 10 years | -13.45 | 186.87 | -7% |
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