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MVCAX vs SMVFX
MVCAX vs SMVFX Comparison
Open Charts MVCAX vs SMVFX
Virtus Ceredex Mid-Cap Value Equity C
Price$11.70
Change+$0.10 (+0.86%)
VolumeN/A
Net Assets1.73B
MVCAX vs SMVFX Comparison Chart
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MVCAX vs. SMVFX commentary
Jan 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 SMVFX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. SMVFX (1.73B). MVCAX pays higher dividends than SMVFX: MVCAX (1.16) vs SMVFX (0.31). MVCAX was incepted earlier than SMVFX: MVCAX (23 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 : 9.50 vs. SMVFX (8.73). MVCAX return over 5 years is better than : 30.79 vs. SMVFX (-5.51).
| MVCAX | SMVFX | MVCAX / SMVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 2.966 | 4.464 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6B | 1.73B | 1,017% |
| Annual Yield % from dividends | 1.16 | 0.31 | 377% |
| Returns for 1 year | 9.50 | 8.73 | 109% |
| Returns for 3 years | 2.65 | -5.29 | -50% |
| Returns for 5 years | 30.79 | -5.51 | -559% |
| Returns for 10 years | 74.34 | -5.98 | -1,243% |
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