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MVCAX vs SAMVX
MVCAX vs SAMVX Comparison
Open Charts MVCAX vs SAMVX
Virtus Ceredex Mid-Cap Value Equity A
Price$11.29
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets1.55B
MVCAX vs SAMVX Comparison Chart
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MVCAX vs. SAMVX commentary
Mar 10, 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 Hold and SAMVX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. SAMVX (1.55B). MVCAX pays higher dividends than SAMVX: MVCAX (0.87) vs SAMVX (0.81). MVCAX was incepted earlier than SAMVX: MVCAX (24 years) vs SAMVX (21 years). SAMVX (1.30) is less costly to investors than MVCAX (1.00). SAMVX is a more actively managed with annual turnover of: 140.00 vs. MVCAX (27.00). MVCAX (6%) and SAMVX (6%) have equivalent initial investment costs. 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 : -3.42 vs. SAMVX (-7.25). MVCAX return over 5 years is better than : 46.03 vs. SAMVX (8.37).
| MVCAX | SAMVX | MVCAX / SAMVX | |
| Total Expense Ratio | 0.99 | 1.30 | 76% |
| Annual Report Gross Expense Ratio | 1.00 | 1.30 | 77% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | -1.662 | -3.504 | 47% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 1.55B | 1,095% |
| Annual Yield % from dividends | 0.87 | 0.81 | 108% |
| Returns for 1 year | -3.42 | -7.25 | 47% |
| Returns for 3 years | 6.28 | 0.49 | 1,294% |
| Returns for 5 years | 46.03 | 8.37 | 550% |
| Returns for 10 years | 61.83 | -9.41 | -657% |
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