Ad is loading...
MVCAX vs SMVTX
MVCAX vs SMVTX Comparison
Open Charts MVCAX vs SMVTX
Virtus Ceredex Mid-Cap Value Equity I
Price$10.90
Change+$0.17 (+1.58%)
VolumeN/A
Net Assets1.41B
MVCAX vs SMVTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. SMVTX commentary
Apr 25, 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: 15.6B vs. SMVTX (1.41B). 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 : -9.60 vs. SMVTX (-12.25). MVCAX return over 5 years is better than : 57.60 vs. SMVTX (21.21).
| 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 | -9.094 | -10.583 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 1.41B | 1,109% |
| Annual Yield % from dividends | 0.90 | 1.07 | 84% |
| Returns for 1 year | -9.60 | -12.25 | 78% |
| Returns for 3 years | -4.99 | -8.58 | 58% |
| Returns for 5 years | 57.60 | 21.21 | 272% |
| Returns for 10 years | 42.94 | -16.17 | -266% |
View a ticker or compare two or three
VS
VS
Ad is loading...