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MVCAX vs SMVZX
MVCAX vs SMVZX Comparison
Open Charts MVCAX vs SMVZX
Virtus Ceredex Mid-Cap Value Equity R6
Price$10.67
Change+$0.18 (+1.72%)
VolumeN/A
Net Assets1.4B
MVCAX vs SMVZX Comparison Chart
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MVCAX vs. SMVZX commentary
Apr 15, 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: 15.4B vs. SMVZX (1.4B). SMVZX pays higher dividends than MVCAX: SMVZX (1.31) vs MVCAX (0.90). 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: 140.00 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 : -11.82 vs. SMVZX (-14.48). MVCAX return over 5 years is better than : 51.07 vs. SMVZX (19.14).
| 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 | -10.300 | -11.599 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 1.4B | 1,104% |
| Annual Yield % from dividends | 0.90 | 1.31 | 68% |
| Returns for 1 year | -11.82 | -14.48 | 82% |
| Returns for 3 years | -6.87 | -9.89 | 69% |
| Returns for 5 years | 51.07 | 19.14 | 267% |
| Returns for 10 years | 41.11 | -14.70 | -280% |