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MVCAX vs SAMVX
MVCAX vs SAMVX Comparison
Open Charts MVCAX vs SAMVX
Virtus Ceredex Mid-Cap Value Equity A
Price$11.96
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets1.58B
MVCAX vs SAMVX Comparison Chart in %
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MVCAX vs. SAMVX commentary
Jul 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: 17B vs. SAMVX (1.58B). MVCAX pays higher dividends than SAMVX: MVCAX (0.87) vs SAMVX (0.75). 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 annual gain was more profitable for investors over the last year : -4.44 vs. SAMVX (-5.06). MVCAX return over 5 years is better than : 52.90 vs. SAMVX (20.53).
| 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 | 2.053 | 1.880 | 109% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 1.58B | 1,075% |
| Annual Yield % from dividends | 0.87 | 0.75 | 116% |
| Returns for 1 year | -4.44 | -5.06 | 88% |
| Returns for 3 years | 19.09 | 23.02 | 83% |
| Returns for 5 years | 52.90 | 20.53 | 258% |
| Returns for 10 years | 62.72 | -4.43 | -1,417% |
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