Ad is loading...
MVCAX vs SAMVX
MVCAX vs SAMVX Comparison
Open Charts MVCAX vs SAMVX
Virtus Ceredex Mid-Cap Value Equity A
Price$10.40
Change+$0.09 (+0.87%)
VolumeN/A
Net Assets1.4B
MVCAX vs SAMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. SAMVX commentary
Apr 19, 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: 15.5B vs. SAMVX (1.4B). MVCAX (0.90) and SAMVX (0.86) have matching dividends . 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 : -8.14 vs. SAMVX (-11.53). MVCAX return over 5 years is better than : 54.79 vs. SAMVX (16.01).
| 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 | -9.648 | -11.111 | 87% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 1.4B | 1,105% |
| Annual Yield % from dividends | 0.90 | 0.86 | 105% |
| Returns for 1 year | -8.14 | -11.53 | 71% |
| Returns for 3 years | -6.94 | -10.99 | 63% |
| Returns for 5 years | 54.79 | 16.01 | 342% |
| Returns for 10 years | 42.27 | -19.80 | -214% |
View a ticker or compare two or three
VS
VS
Ad is loading...