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MVCAX vs SMVFX
MVCAX vs SMVFX Comparison
Open Charts MVCAX vs SMVFX
Virtus Ceredex Mid-Cap Value Equity C
Price$11.05
Change-$1.25 (-10.16%)
VolumeN/A
CapitalizationN/A
MVCAX vs SMVFX Comparison Chart
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MVCAX vs. SMVFX commentary
Dec 19, 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 Hold and SMVFX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. SMVFX (1.74B). 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). SMVFX annual gain was more profitable for investors over the last year : 14.19 vs. MVCAX (7.20). MVCAX return over 5 years is better than : 32.46 vs. SMVFX (-2.09).
| 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 | 5.872 | 12.986 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 1.74B | 1,009% |
| Annual Yield % from dividends | 1.16 | 0.31 | 377% |
| Returns for 1 year | 7.20 | 14.19 | 51% |
| Returns for 3 years | 5.74 | -13.62 | -42% |
| Returns for 5 years | 32.46 | -2.09 | -1,552% |
| Returns for 10 years | 68.25 | -4.28 | -1,596% |
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