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MVCAX vs SMVFX
MVCAX vs SMVFX Comparison
Open Charts MVCAX vs SMVFX
Virtus Ceredex Mid-Cap Value Equity C
Price$12.04
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets1.1B
MVCAX vs SMVFX Comparison Chart in %
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MVCAX vs. SMVFX commentary
Sep 30, 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: 17.1B vs. SMVFX (1.1B). MVCAX pays higher dividends than SMVFX: MVCAX (0.84) vs SMVFX (0.21). 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 annual gain was more profitable for investors over the last year : -1.82 vs. MVCAX (-6.51). MVCAX return over 5 years is better than : 56.63 vs. SMVFX (22.81).
| 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 | 4.498 | 7.321 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 1.1B | 1,557% |
| Annual Yield % from dividends | 0.84 | 0.21 | 396% |
| Returns for 1 year | -6.51 | -1.82 | 358% |
| Returns for 3 years | 27.54 | 33.19 | 83% |
| Returns for 5 years | 56.63 | 22.81 | 248% |
| Returns for 10 years | 84.56 | 7.25 | 1,167% |
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