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MVCAX vs SMVTX
MVCAX vs SMVTX Comparison
Open Charts MVCAX vs SMVTX
Virtus Ceredex Mid-Cap Value Equity I
Price$11.85
Change-$0.17 (-1.41%)
VolumeN/A
Net Assets1.51B
MVCAX vs SMVTX Comparison Chart
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MVCAX vs. SMVTX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. SMVTX (1.51B). SMVTX pays higher dividends than MVCAX: SMVTX (1.04) vs MVCAX (0.89). MVCAX was incepted earlier than SMVTX: MVCAX (24 years) vs SMVTX (24 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 : -3.26 vs. MVCAX (-4.53). MVCAX return over 5 years is better than : 51.98 vs. SMVTX (23.97).
| 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 | 24 years | - |
| Gain YTD | -2.086 | 0.167 | -1,252% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 1.51B | 1,099% |
| Annual Yield % from dividends | 0.89 | 1.04 | 86% |
| Returns for 1 year | -4.53 | -3.26 | 139% |
| Returns for 3 years | 13.00 | 16.02 | 81% |
| Returns for 5 years | 51.98 | 23.97 | 217% |
| Returns for 10 years | 53.51 | -5.69 | -941% |
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