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MVCAX vs SMVZX
MVCAX vs SMVZX Comparison
Open Charts MVCAX vs SMVZX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.80
Change-$0.37 (-2.81%)
VolumeN/A
Net Assets1.06B
MVCAX vs SMVZX Comparison Chart in %
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MVCAX vs. SMVZX commentary
Oct 14, 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: 16.6B vs. SMVZX (1.06B). SMVZX pays higher dividends than MVCAX: SMVZX (1.08) vs MVCAX (0.84). 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 : 2.50 vs. MVCAX (-6.29). MVCAX return over 5 years is better than : 44.95 vs. SMVZX (22.34).
| 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 | 4.205 | 9.114 | 46% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 1.06B | 1,562% |
| Annual Yield % from dividends | 0.84 | 1.08 | 78% |
| Returns for 1 year | -6.29 | 2.50 | -251% |
| Returns for 3 years | 24.38 | 40.41 | 60% |
| Returns for 5 years | 44.95 | 22.34 | 201% |
| Returns for 10 years | 73.93 | 15.23 | 485% |
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