Ad is loading...
MVCAX vs SMVTX
MVCAX vs SMVTX Comparison
Open Charts MVCAX vs SMVTX
Virtus Ceredex Mid-Cap Value Equity I
Price$11.84
Change-$1.37 (-10.37%)
VolumeN/A
CapitalizationN/A
MVCAX vs SMVTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. SMVTX commentary
Dec 19, 2024
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: 17.5B vs. SMVTX (1.74B). MVCAX pays higher dividends than SMVTX: MVCAX (1.16) vs SMVTX (1.06). MVCAX was incepted earlier than SMVTX: MVCAX (23 years) vs SMVTX (23 years). SMVTX is a more actively managed with annual turnover of: 140.00 vs. MVCAX (19.00). 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 : 13.52 vs. MVCAX (7.20). MVCAX return over 5 years is better than : 32.46 vs. SMVTX (7.02).
| MVCAX | SMVTX | MVCAX / SMVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 5.872 | 13.073 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 1.74B | 1,009% |
| Annual Yield % from dividends | 1.16 | 1.06 | 109% |
| Returns for 1 year | 7.20 | 13.52 | 53% |
| Returns for 3 years | 5.74 | -10.97 | -52% |
| Returns for 5 years | 32.46 | 7.02 | 462% |
| Returns for 10 years | 68.25 | 5.39 | 1,267% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| QPX | 37.26 | -0.07 | -0.18% |
| AdvisorShares Q Dynamic Growth ETF | |||
| SCHF | 18.93 | -0.05 | -0.26% |
| Schwab International Equity ETF™ | |||
| EQTY | 24.39 | -0.21 | -0.86% |
| Kovitz Core Equity ETF | |||
| TMFS | 37.15 | -0.40 | -1.07% |
| Motley Fool Small-Cap Growth ETF | |||
| CSB | 61.06 | -0.81 | -1.31% |
| VictoryShares US SmCp Hi Div Vol Wtd ETF | |||