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MVCAX vs SMVFX
MVCAX vs SMVFX Comparison
Open Charts MVCAX vs SMVFX
Virtus Ceredex Mid-Cap Value Equity C
Price$11.02
Change-$0.16 (-1.43%)
VolumeN/A
Net Assets1.53B
MVCAX vs SMVFX Comparison Chart
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MVCAX vs. SMVFX commentary
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. SMVFX (1.53B). MVCAX pays higher dividends than SMVFX: MVCAX (0.89) vs SMVFX (0.28). MVCAX was incepted earlier than SMVFX: MVCAX (24 years) vs SMVFX (24 years). SMVFX (2.00) is less costly to investors than MVCAX (1.00). SMVFX is a more actively managed with annual turnover of: 141.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than SMVFX: MVCAX (1000) vs SMVFX (2500). SMVFX (-4.43) and MVCAX (-4.53) have marching annual gain over last year. MVCAX return over 5 years is better than : 51.98 vs. SMVFX (17.12).
| MVCAX | SMVFX | MVCAX / SMVFX | |
| Total Expense Ratio | 0.99 | 1.76 | 56% |
| Annual Report Gross Expense Ratio | 1.00 | 2.00 | 50% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -2.086 | -0.179 | 1,168% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.53B | 1,096% |
| Annual Yield % from dividends | 0.89 | 0.28 | 315% |
| Returns for 1 year | -4.53 | -4.43 | 102% |
| Returns for 3 years | 13.00 | 12.45 | 104% |
| Returns for 5 years | 51.98 | 17.12 | 304% |
| Returns for 10 years | 53.51 | -15.33 | -349% |