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MVCAX vs SMVTX
MVCAX vs SMVTX Comparison
Open Charts MVCAX vs SMVTX
Virtus Ceredex Mid-Cap Value Equity I
Price$12.54
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets1.73B
MVCAX vs SMVTX Comparison Chart
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MVCAX vs. SMVTX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. SMVTX (1.73B). 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 : 10.04 vs. MVCAX (9.50). MVCAX return over 5 years is better than : 30.79 vs. SMVTX (0.12).
| 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 | 2.966 | 4.500 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6B | 1.73B | 1,017% |
| Annual Yield % from dividends | 1.16 | 1.06 | 109% |
| Returns for 1 year | 9.50 | 10.04 | 95% |
| Returns for 3 years | 2.65 | -2.29 | -116% |
| Returns for 5 years | 30.79 | 0.12 | 26,111% |
| Returns for 10 years | 74.34 | 4.60 | 1,614% |
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