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MVCAX vs SMVTX
MVCAX vs SMVTX Comparison
Open Charts MVCAX vs SMVTX
Virtus Ceredex Mid-Cap Value Equity I
Price$13.11
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets1.07B
MVCAX vs SMVTX Comparison Chart in %
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MVCAX vs. SMVTX commentary
Nov 20, 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 Hold and SMVTX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. SMVTX (1.07B). SMVTX (0.86) and MVCAX (0.85) have matching dividends . 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 : -0.86 vs. MVCAX (-10.74). MVCAX return over 5 years is better than : 32.02 vs. SMVTX (15.09).
| 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 | 1.825 | 9.417 | 19% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 1.07B | 1,538% |
| Annual Yield % from dividends | 0.85 | 0.86 | 99% |
| Returns for 1 year | -10.74 | -0.86 | 1,255% |
| Returns for 3 years | 9.71 | 24.67 | 39% |
| Returns for 5 years | 32.02 | 15.09 | 212% |
| Returns for 10 years | 66.32 | 9.11 | 728% |
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