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MVCAX vs SMVTX
MVCAX vs SMVTX Comparison
Open Charts MVCAX vs SMVTX
Virtus Ceredex Mid-Cap Value Equity I
Price$12.25
Change-$0.30 (-2.39%)
VolumeN/A
Net Assets1.65B
MVCAX vs SMVTX Comparison Chart
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MVCAX vs. SMVTX commentary
Feb 23, 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: 17.4B vs. SMVTX (1.66B). MVCAX pays higher dividends than SMVTX: MVCAX (1.16) vs SMVTX (1.06). MVCAX was incepted earlier than SMVTX: MVCAX (24 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 : 2.00 vs. MVCAX (1.20). MVCAX return over 5 years is better than : 28.23 vs. SMVTX (-0.98).
| MVCAX | SMVTX | MVCAX / SMVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 0.391 | 2.083 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 1.66B | 1,051% |
| Annual Yield % from dividends | 1.16 | 1.06 | 109% |
| Returns for 1 year | 1.20 | 2.00 | 60% |
| Returns for 3 years | 3.99 | 2.67 | 149% |
| Returns for 5 years | 28.23 | -0.98 | -2,868% |
| Returns for 10 years | 60.23 | -4.09 | -1,474% |
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