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MVCAX vs SAMVX
MVCAX vs SAMVX Comparison
Open Charts MVCAX vs SAMVX
Virtus Ceredex Mid-Cap Value Equity A
Price$12.21
Change-$0.09 (-0.73%)
VolumeN/A
Net Assets1.73B
MVCAX vs SAMVX Comparison Chart
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MVCAX vs. SAMVX commentary
Feb 01, 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 MVCAX is a Buy and SAMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.8B vs. SAMVX (1.73B). MVCAX pays higher dividends than SAMVX: MVCAX (1.16) vs SAMVX (0.84). MVCAX was incepted earlier than SAMVX: MVCAX (23 years) vs SAMVX (21 years). SAMVX is a more actively managed with annual turnover of: 140.00 vs. MVCAX (19.00). MVCAX has a lower initial minimum investment than SAMVX: MVCAX (1000) vs SAMVX (2500). MVCAX annual gain was more profitable for investors over the last year : 9.88 vs. SAMVX (7.44). MVCAX return over 5 years is better than : 37.75 vs. SAMVX (2.01).
| MVCAX | SAMVX | MVCAX / SAMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 4.172 | 3.761 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 1.73B | 1,029% |
| Annual Yield % from dividends | 1.16 | 0.84 | 139% |
| Returns for 1 year | 9.88 | 7.44 | 133% |
| Returns for 3 years | 6.84 | 0.22 | 3,181% |
| Returns for 5 years | 37.75 | 2.01 | 1,881% |
| Returns for 10 years | 74.85 | -1.93 | -3,883% |
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