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SAMVX vs VEVYX
SAMVX vs VEVYX Comparison
Open Charts SAMVX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity A
Price$11.27
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets1.5B
Victory Sycamore Established Value Y
Price$44.17
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets17.11B
SAMVX vs VEVYX Comparison Chart
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SAMVX vs. VEVYX commentary
May 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 StrongBuy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. SAMVX (1.5B). VEVYX pays higher dividends than SAMVX: VEVYX (1.15) vs SAMVX (0.87). SAMVX was incepted earlier than VEVYX: SAMVX (22 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: 141.00 vs. VEVYX (34.00). SAMVX has a lower initial minimum investment than VEVYX: SAMVX (2500) vs VEVYX (1000000). SAMVX (-9.14) and VEVYX (-9.53) have marching annual gain over last year. VEVYX return over 5 years is better than : 46.97 vs. SAMVX (23.91).
| SAMVX | VEVYX | SAMVX / VEVYX | |
| Total Expense Ratio | 1.30 | 0.66 | 197% |
| Annual Report Gross Expense Ratio | 1.30 | 0.66 | 197% |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | -3.932 | -3.501 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 17.1B | 9% |
| Annual Yield % from dividends | 0.87 | 1.15 | 76% |
| Returns for 1 year | -9.14 | -9.53 | 96% |
| Returns for 3 years | 4.87 | -1.13 | -431% |
| Returns for 5 years | 23.91 | 46.97 | 51% |
| Returns for 10 years | -12.18 | 41.78 | -29% |
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