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MVCAX vs SMVFX
MVCAX vs SMVFX Comparison
Open Charts MVCAX vs SMVFX
Virtus Ceredex Mid-Cap Value Equity C
Price$11.42
Change-$0.28 (-2.39%)
VolumeN/A
Net Assets1.65B
MVCAX vs SMVFX Comparison Chart
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MVCAX vs. SMVFX commentary
Feb 23, 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 SMVFX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. SMVFX (1.66B). MVCAX pays higher dividends than SMVFX: MVCAX (1.16) vs SMVFX (0.31). MVCAX was incepted earlier than SMVFX: MVCAX (24 years) vs SMVFX (23 years). SMVFX is a more actively managed with annual turnover of: 140.00 vs. MVCAX (19.00). MVCAX has a lower initial minimum investment than SMVFX: MVCAX (1000) vs SMVFX (2500). MVCAX annual gain was more profitable for investors over the last year : 1.20 vs. SMVFX (0.80). MVCAX return over 5 years is better than : 28.23 vs. SMVFX (-6.50).
| MVCAX | SMVFX | MVCAX / SMVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 0.391 | 1.964 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 1.66B | 1,051% |
| Annual Yield % from dividends | 1.16 | 0.31 | 377% |
| Returns for 1 year | 1.20 | 0.80 | 149% |
| Returns for 3 years | 3.99 | -0.44 | -911% |
| Returns for 5 years | 28.23 | -6.50 | -434% |
| Returns for 10 years | 60.23 | -13.83 | -436% |
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