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MVCAX vs SMVFX
MVCAX vs SMVFX Comparison
Open Charts MVCAX vs SMVFX
Virtus Ceredex Mid-Cap Value Equity C
Price$10.40
Change+$0.25 (+2.46%)
VolumeN/A
Net Assets1.43B
MVCAX vs SMVFX Comparison Chart
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MVCAX vs. SMVFX commentary
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.8B vs. SMVFX (1.43B). MVCAX pays higher dividends than SMVFX: MVCAX (0.90) vs SMVFX (0.29). MVCAX was incepted earlier than SMVFX: MVCAX (24 years) vs SMVFX (23 years). SMVFX (1.91) is less costly to investors than MVCAX (1.00). SMVFX is a more actively managed with annual turnover of: 140.00 vs. MVCAX (27.00). 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 : -8.95 vs. SMVFX (-12.11). MVCAX return over 5 years is better than : 59.24 vs. SMVFX (16.33).
| MVCAX | SMVFX | MVCAX / SMVFX | |
| Total Expense Ratio | 0.99 | 1.76 | 56% |
| Annual Report Gross Expense Ratio | 1.00 | 1.91 | 52% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -8.149 | -9.375 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 1.43B | 1,106% |
| Annual Yield % from dividends | 0.90 | 0.29 | 308% |
| Returns for 1 year | -8.95 | -12.11 | 74% |
| Returns for 3 years | -4.00 | -10.27 | 39% |
| Returns for 5 years | 59.24 | 16.33 | 363% |
| Returns for 10 years | 45.33 | -23.07 | -196% |
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