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MVCAX vs SMVFX
MVCAX vs SMVFX Comparison
Open Charts MVCAX vs SMVFX
Virtus Ceredex Mid-Cap Value Equity C
Price$10.89
Change-$0.04 (-0.37%)
VolumeN/A
Net Assets1.55B
MVCAX vs SMVFX Comparison Chart
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MVCAX vs. SMVFX commentary
May 23, 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: 17B vs. SMVFX (1.55B). MVCAX pays higher dividends than SMVFX: MVCAX (0.93) vs SMVFX (0.30). MVCAX was incepted earlier than SMVFX: MVCAX (24 years) vs SMVFX (23 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 annual gain was more profitable for investors over the last year : -7.04 vs. MVCAX (-7.69). MVCAX return over 5 years is better than : 59.35 vs. SMVFX (23.11).
| 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 | 23 years | - |
| Gain YTD | -2.934 | -0.179 | 1,643% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 1.55B | 1,094% |
| Annual Yield % from dividends | 0.93 | 0.30 | 314% |
| Returns for 1 year | -7.69 | -7.04 | 109% |
| Returns for 3 years | 7.58 | 6.80 | 111% |
| Returns for 5 years | 59.35 | 23.11 | 257% |
| Returns for 10 years | 51.03 | -15.82 | -322% |
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