Ad is loading...
Ad is loading...
MVCAX vs SMVFX
MVCAX vs SMVFX Comparison
Open Charts MVCAX vs SMVFX
Virtus Ceredex Mid-Cap Value Equity C
Price$12.38
Change-$0.12 (-0.96%)
VolumeN/A
CapitalizationN/A
MVCAX vs SMVFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. SMVFX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. SMVFX (1.79B). 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 : 26.84 vs. SMVFX (21.49). MVCAX return over 5 years is better than : 49.25 vs. SMVFX (-0.33).
| 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 | 17.801 | 11.991 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 1.79B | 999% |
| Annual Yield % from dividends | 1.16 | 0.31 | 377% |
| Returns for 1 year | 26.84 | 21.49 | 125% |
| Returns for 3 years | 8.55 | -16.67 | -51% |
| Returns for 5 years | 49.25 | -0.33 | -15,039% |
| Returns for 10 years | 78.64 | -13.10 | -600% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IEUS | 54.81 | 0.01 | +0.02% |
| iShares MSCI Europe Small-Cap ETF | |||
| PSCD | 111.34 | N/A | N/A |
| Invesco S&P SmallCap Cnsmr Discret ETF | |||
| EFAX | 40.39 | -0.18 | -0.44% |
| SPDR® MSCI EAFE Fssl Ful Free RsrvETF | |||
| VT | 118.52 | -1.19 | -0.99% |
| Vanguard Total World Stock ETF | |||
| EQTY | 23.77 | -0.30 | -1.26% |
| Kovitz Core Equity ETF | |||