Interact to see
Advertisement
Advertisement
MVCAX vs SAMVX
MVCAX vs SAMVX Comparison
Open Charts MVCAX vs SAMVX
Virtus Ceredex Mid-Cap Value Equity A
Price$11.56
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.53B
MVCAX vs SAMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. SAMVX commentary
Jun 06, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. SAMVX (1.53B). MVCAX pays higher dividends than SAMVX: MVCAX (0.89) vs SAMVX (0.83). MVCAX was incepted earlier than SAMVX: MVCAX (24 years) vs SAMVX (22 years). SAMVX (1.29) is less costly to investors than MVCAX (1.00). SAMVX is a more actively managed with annual turnover of: 141.00 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 (-5.21) and SAMVX (-5.25) have marching annual gain over last year. MVCAX return over 5 years is better than : 40.41 vs. SAMVX (12.40).
| MVCAX | SAMVX | MVCAX / SAMVX | |
| Total Expense Ratio | 0.99 | 1.29 | 77% |
| Annual Report Gross Expense Ratio | 1.00 | 1.29 | 78% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | -1.923 | -1.026 | 188% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.53B | 1,094% |
| Annual Yield % from dividends | 0.89 | 0.83 | 107% |
| Returns for 1 year | -5.21 | -5.25 | 99% |
| Returns for 3 years | 2.03 | 2.44 | 83% |
| Returns for 5 years | 40.41 | 12.40 | 326% |
| Returns for 10 years | 55.63 | -9.33 | -596% |