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MVCAX vs SMVZX
MVCAX vs SMVZX Comparison
Open Charts MVCAX vs SMVZX
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.39
Change-$0.12 (-0.89%)
VolumeN/A
CapitalizationN/A
MVCAX vs SMVZX Comparison Chart
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MVCAX vs. SMVZX commentary
Nov 18, 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 Buy and SMVZX is a StrongSell.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. SMVZX (1.79B). SMVZX pays higher dividends than MVCAX: SMVZX (1.22) vs MVCAX (1.16). MVCAX was incepted earlier than SMVZX: MVCAX (23 years) vs SMVZX (10 years). SMVZX is a more actively managed with annual turnover of: 140.00 vs. MVCAX (19.00). MVCAX has a lower initial minimum investment than SMVZX: MVCAX (1000) vs SMVZX (2500000). MVCAX annual gain was more profitable for investors over the last year : 26.84 vs. SMVZX (22.75). MVCAX return over 5 years is better than : 49.25 vs. SMVZX (6.69).
| MVCAX | SMVZX | MVCAX / SMVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 17.801 | 12.953 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 1.79B | 999% |
| Annual Yield % from dividends | 1.16 | 1.22 | 95% |
| Returns for 1 year | 26.84 | 22.75 | 118% |
| Returns for 3 years | 8.55 | -12.83 | -67% |
| Returns for 5 years | 49.25 | 6.69 | 736% |
| Returns for 10 years | 78.64 | -0.88 | -8,942% |
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