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MVCAX vs SMVTX
MVCAX vs SMVTX Comparison
Open Charts MVCAX vs SMVTX
Virtus Ceredex Mid-Cap Value Equity I
Price$12.56
Change-$0.08 (-0.63%)
VolumeN/A
Net Assets1.1B
MVCAX vs SMVTX Comparison Chart in %
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MVCAX vs. SMVTX commentary
Aug 16, 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 SMVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. SMVTX (1.1B). SMVTX pays higher dividends than MVCAX: SMVTX (0.91) vs MVCAX (0.86). MVCAX was incepted earlier than SMVTX: MVCAX (24 years) vs SMVTX (24 years). SMVTX (1.01) and MVCAX (1.00) have similar cost to investors . SMVTX is a more actively managed with annual turnover of: 141.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than SMVTX: MVCAX (1000) vs SMVTX (100000). SMVTX annual gain was more profitable for investors over the last year : 0.88 vs. MVCAX (-3.52). MVCAX return over 5 years is better than : 47.65 vs. SMVTX (23.35).
| MVCAX | SMVTX | MVCAX / SMVTX | |
| Total Expense Ratio | 0.99 | 1.01 | 98% |
| Annual Report Gross Expense Ratio | 1.00 | 1.01 | 99% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 3.325 | 5.333 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 1.1B | 1,558% |
| Annual Yield % from dividends | 0.86 | 0.91 | 94% |
| Returns for 1 year | -3.52 | 0.88 | -401% |
| Returns for 3 years | 6.81 | 13.03 | 52% |
| Returns for 5 years | 47.65 | 23.35 | 204% |
| Returns for 10 years | 63.09 | 3.24 | 1,947% |
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