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MVCAX vs SMVTX
MVCAX vs SMVTX Comparison
Open Charts MVCAX vs SMVTX
Virtus Ceredex Mid-Cap Value Equity I
Price$11.70
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets1.55B
MVCAX vs SMVTX Comparison Chart
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MVCAX vs. SMVTX commentary
May 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 Buy and SMVTX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. SMVTX (1.55B). SMVTX pays higher dividends than MVCAX: SMVTX (1.09) vs MVCAX (0.93). MVCAX was incepted earlier than SMVTX: MVCAX (24 years) vs SMVTX (23 years). SMVTX (1.01) and MVCAX (1.00) have similar cost to investors . SMVTX is a more actively managed with annual turnover of: 141.00 vs. MVCAX (27.00). 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 : -5.89 vs. MVCAX (-7.18). MVCAX return over 5 years is better than : 59.35 vs. SMVTX (30.42).
| MVCAX | SMVTX | MVCAX / SMVTX | |
| Total Expense Ratio | 0.99 | 1.01 | 98% |
| Annual Report Gross Expense Ratio | 1.00 | 1.01 | 99% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -2.934 | 0.167 | -1,760% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 1.55B | 1,068% |
| Annual Yield % from dividends | 0.93 | 1.09 | 86% |
| Returns for 1 year | -7.18 | -5.89 | 122% |
| Returns for 3 years | 5.86 | 10.14 | 58% |
| Returns for 5 years | 59.35 | 30.42 | 195% |
| Returns for 10 years | 51.03 | -6.22 | -820% |
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