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SAMVX vs VEVYX
SAMVX vs VEVYX Comparison
Open Charts SAMVX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity A
Price$11.29
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets1.55B
Victory Sycamore Established Value Y
Price$45.84
Change+$0.39 (+0.86%)
VolumeN/A
Net Assets17.89B
SAMVX vs VEVYX Comparison Chart
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SAMVX vs. VEVYX commentary
Mar 10, 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 SAMVX is a Hold and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.9B vs. SAMVX (1.55B). VEVYX pays higher dividends than SAMVX: VEVYX (1.15) vs SAMVX (0.81). SAMVX was incepted earlier than VEVYX: SAMVX (21 years) vs VEVYX (12 years). SAMVX (1.30) is less costly to investors than VEVYX (0.66). SAMVX is a more actively managed with annual turnover of: 140.00 vs. VEVYX (34.00). SAMVX has a lower initial minimum investment than VEVYX: SAMVX (2500) vs VEVYX (1000000). VEVYX annual gain was more profitable for investors over the last year : -5.79 vs. SAMVX (-7.25). VEVYX return over 5 years is better than : 39.28 vs. SAMVX (8.37).
| SAMVX | VEVYX | SAMVX / VEVYX | |
| Total Expense Ratio | 1.30 | 0.66 | 197% |
| Annual Report Gross Expense Ratio | 1.30 | 0.66 | 197% |
| Fund Existence | 21 years | 12 years | - |
| Gain YTD | -3.504 | -0.239 | 1,464% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 17.9B | 9% |
| Annual Yield % from dividends | 0.81 | 1.15 | 70% |
| Returns for 1 year | -7.25 | -5.79 | 125% |
| Returns for 3 years | 0.49 | 3.05 | 16% |
| Returns for 5 years | 8.37 | 39.28 | 21% |
| Returns for 10 years | -9.41 | 50.31 | -19% |
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