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MVCAX vs SMVZX
MVCAX vs SMVZX Comparison
Open Charts MVCAX vs SMVZX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.49
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.09B
MVCAX vs SMVZX Comparison Chart in %
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MVCAX vs. SMVZX commentary
Aug 08, 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: 16.9B vs. SMVZX (1.09B). SMVZX pays higher dividends than MVCAX: SMVZX (1.13) vs MVCAX (0.86). MVCAX was incepted earlier than SMVZX: MVCAX (24 years) vs SMVZX (11 years). MVCAX (1.00) is less costly to investors than SMVZX (0.88). SMVZX is a more actively managed with annual turnover of: 141.00 vs. MVCAX (27.00). 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 : 5.84 vs. MVCAX (-0.91). MVCAX return over 5 years is better than : 46.66 vs. SMVZX (23.65).
| MVCAX | SMVZX | MVCAX / SMVZX | |
| Total Expense Ratio | 0.99 | 0.79 | 125% |
| Annual Report Gross Expense Ratio | 1.00 | 0.88 | 114% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 1.662 | 3.563 | 47% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 1.09B | 1,553% |
| Annual Yield % from dividends | 0.86 | 1.13 | 76% |
| Returns for 1 year | -0.91 | 5.84 | -16% |
| Returns for 3 years | 10.30 | 16.07 | 64% |
| Returns for 5 years | 46.66 | 23.65 | 197% |
| Returns for 10 years | 60.93 | 3.55 | 1,718% |
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