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MVCAX vs SAMVX
MVCAX vs SAMVX Comparison
Open Charts MVCAX vs SAMVX
Virtus Ceredex Mid-Cap Value Equity A
Price$11.27
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets1.5B
MVCAX vs SAMVX Comparison Chart
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MVCAX vs. SAMVX commentary
May 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 Buy and SAMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.5B vs. SAMVX (1.5B). MVCAX pays higher dividends than SAMVX: MVCAX (0.93) vs SAMVX (0.87). MVCAX was incepted earlier than SAMVX: MVCAX (24 years) vs SAMVX (22 years). SAMVX (1.30) 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 annual gain was more profitable for investors over the last year : -8.00 vs. SAMVX (-9.14). MVCAX return over 5 years is better than : 58.65 vs. SAMVX (23.91).
| 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 | 22 years | - |
| Gain YTD | -4.009 | -3.932 | 102% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 1.5B | 1,101% |
| Annual Yield % from dividends | 0.93 | 0.87 | 107% |
| Returns for 1 year | -8.00 | -9.14 | 88% |
| Returns for 3 years | 6.24 | 4.87 | 128% |
| Returns for 5 years | 58.65 | 23.91 | 245% |
| Returns for 10 years | 51.66 | -12.18 | -424% |
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