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MVCAX vs SMVZX
MVCAX vs SMVZX Comparison
Open Charts MVCAX vs SMVZX
Virtus Ceredex Mid-Cap Value Equity R6
Price$11.62
Change+$0.08 (+0.69%)
VolumeN/A
Net Assets1.49B
MVCAX vs SMVZX Comparison Chart
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MVCAX vs. SMVZX commentary
May 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.3B vs. SMVZX (1.49B). SMVZX pays higher dividends than MVCAX: SMVZX (1.33) vs MVCAX (0.93). MVCAX was incepted earlier than SMVZX: MVCAX (24 years) vs SMVZX (11 years). MVCAX (1.00) is less costly to investors than SMVZX (0.87). 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 (-8.16) and MVCAX (-8.27) have marching annual gain over last year. MVCAX return over 5 years is better than : 56.76 vs. SMVZX (27.24).
| MVCAX | SMVZX | MVCAX / SMVZX | |
| Total Expense Ratio | 0.99 | 0.79 | 125% |
| Annual Report Gross Expense Ratio | 1.00 | 0.87 | 115% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -5.150 | -4.391 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 1.49B | 1,094% |
| Annual Yield % from dividends | 0.93 | 1.33 | 70% |
| Returns for 1 year | -8.27 | -8.16 | 101% |
| Returns for 3 years | 4.61 | 6.18 | 75% |
| Returns for 5 years | 56.76 | 27.24 | 208% |
| Returns for 10 years | 49.35 | -7.02 | -703% |
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