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MVCAX vs SMVZX
MVCAX vs SMVZX Comparison
Open Charts MVCAX vs SMVZX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.32
Change-$0.30 (-2.38%)
VolumeN/A
Net Assets1.65B
MVCAX vs SMVZX Comparison Chart
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MVCAX vs. SMVZX commentary
Feb 23, 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 Hold and SMVZX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. SMVZX (1.66B). SMVZX pays higher dividends than MVCAX: SMVZX (1.22) vs MVCAX (1.16). MVCAX was incepted earlier than SMVZX: MVCAX (23 years) vs SMVZX (11 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 : 4.80 vs. MVCAX (1.20). MVCAX return over 5 years is better than : 28.23 vs. SMVZX (2.69).
| MVCAX | SMVZX | MVCAX / SMVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 0.391 | 4.557 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 1.66B | 1,051% |
| Annual Yield % from dividends | 1.16 | 1.22 | 95% |
| Returns for 1 year | 1.20 | 4.80 | 25% |
| Returns for 3 years | 3.99 | 5.97 | 67% |
| Returns for 5 years | 28.23 | 2.69 | 1,048% |
| Returns for 10 years | 60.23 | 0.89 | 6,794% |