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MVCAX vs SMVZX
MVCAX vs SMVZX Comparison
Open Charts MVCAX vs SMVZX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.61
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets1.73B
MVCAX vs SMVZX Comparison Chart
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MVCAX vs. SMVZX 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 SMVZX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. SMVZX (1.73B). 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). SMVZX annual gain was more profitable for investors over the last year : 10.33 vs. MVCAX (9.50). MVCAX return over 5 years is better than : 30.79 vs. SMVZX (1.36).
| 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 | 2.966 | 4.474 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6B | 1.73B | 1,017% |
| Annual Yield % from dividends | 1.16 | 1.22 | 95% |
| Returns for 1 year | 9.50 | 10.33 | 92% |
| Returns for 3 years | 2.65 | -1.52 | -174% |
| Returns for 5 years | 30.79 | 1.36 | 2,264% |
| Returns for 10 years | 74.34 | 7.39 | 1,005% |
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