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MVCAX vs SMVTX
MVCAX vs SMVTX Comparison
Open Charts MVCAX vs SMVTX
Virtus Ceredex Mid-Cap Value Equity I
Price$10.79
Change-$0.83 (-7.14%)
VolumeN/A
Net Assets1.53B
MVCAX vs SMVTX Comparison Chart
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MVCAX vs. SMVTX commentary
Apr 04, 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 StrongBuy and SMVTX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. SMVTX (1.54B). SMVTX pays higher dividends than MVCAX: SMVTX (1.07) vs MVCAX (0.90). MVCAX was incepted earlier than SMVTX: MVCAX (24 years) vs SMVTX (23 years). SMVTX (1.02) and MVCAX (1.00) have similar cost to investors . SMVTX is a more actively managed with annual turnover of: 140.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than SMVTX: MVCAX (1000) vs SMVTX (100000). MVCAX annual gain was more profitable for investors over the last year : -4.59 vs. SMVTX (-7.59). MVCAX return over 5 years is better than : 96.65 vs. SMVTX (52.60).
| MVCAX | SMVTX | MVCAX / SMVTX | |
| Total Expense Ratio | 0.99 | 1.02 | 97% |
| Annual Report Gross Expense Ratio | 1.00 | 1.02 | 98% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -1.369 | -3.167 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 1.54B | 1,101% |
| Annual Yield % from dividends | 0.90 | 1.07 | 84% |
| Returns for 1 year | -4.59 | -7.59 | 60% |
| Returns for 3 years | 0.73 | -5.08 | -14% |
| Returns for 5 years | 96.65 | 52.60 | 184% |
| Returns for 10 years | 55.23 | -8.43 | -655% |