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MVCAX vs SMVZX
MVCAX vs SMVZX Comparison
Open Charts MVCAX vs SMVZX
Virtus Ceredex Mid-Cap Value Equity R6
Price$11.97
Change+$0.14 (+1.18%)
VolumeN/A
Net Assets1.54B
MVCAX vs SMVZX Comparison Chart in %
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MVCAX vs. SMVZX commentary
Jun 28, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. SMVZX (1.54B). SMVZX pays higher dividends than MVCAX: SMVZX (1.27) vs MVCAX (0.89). 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). MVCAX annual gain was more profitable for investors over the last year : -2.62 vs. SMVZX (-3.39). MVCAX return over 5 years is better than : 59.63 vs. SMVZX (27.97).
| 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 | -0.815 | -1.988 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.54B | 1,087% |
| Annual Yield % from dividends | 0.89 | 1.27 | 70% |
| Returns for 1 year | -2.62 | -3.39 | 77% |
| Returns for 3 years | 12.76 | 17.54 | 73% |
| Returns for 5 years | 59.63 | 27.97 | 213% |
| Returns for 10 years | 58.69 | -2.44 | -2,409% |
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