Interact to see
Advertisement
Advertisement
MVCAX vs SMVZX
MVCAX vs SMVZX Comparison
Open Charts MVCAX vs SMVZX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.06
Change+$0.10 (+0.84%)
VolumeN/A
Net Assets1.52B
MVCAX vs SMVZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. SMVZX commentary
Jun 07, 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 (1.52B). 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). SMVZX annual gain was more profitable for investors over the last year : -3.91 vs. MVCAX (-5.05). MVCAX return over 5 years is better than : 40.08 vs. SMVZX (16.07).
| 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 | -2.151 | -0.911 | 236% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.52B | 1,096% |
| Annual Yield % from dividends | 0.89 | 1.27 | 70% |
| Returns for 1 year | -5.05 | -3.91 | 129% |
| Returns for 3 years | 0.85 | 3.19 | 27% |
| Returns for 5 years | 40.08 | 16.07 | 249% |
| Returns for 10 years | 55.19 | -3.15 | -1,754% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RXL | 40.42 | 0.77 | +1.95% |
| ProShares Ultra Health Care | |||
| RZV | 100.11 | 1.21 | +1.23% |
| Invesco S&P SmallCap 600® Pure Value ETF | |||
| IHDG | 45.69 | 0.38 | +0.84% |
| WisdomTree Intl Hdgd Qual Div Gr ETF | |||
| SIMS | 34.01 | N/A | N/A |
| SPDR® S&P Kensho Intelligent Strctr ETF | |||
| VKQ | 9.14 | -0.06 | -0.65% |
| Invesco Municipal Trust | |||