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SAMVX vs VEVYX
SAMVX vs VEVYX Comparison
Open Charts SAMVX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity A
Price$11.56
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.53B
Victory Sycamore Established Value Y
Price$44.67
Change-$0.09 (-0.20%)
VolumeN/A
Net Assets17.21B
SAMVX vs VEVYX Comparison Chart
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SAMVX vs. VEVYX commentary
Jun 06, 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: 17.2B vs. SAMVX (1.53B). VEVYX pays higher dividends than SAMVX: VEVYX (1.12) vs SAMVX (0.83). SAMVX was incepted earlier than VEVYX: SAMVX (22 years) vs VEVYX (12 years). SAMVX (1.29) 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 annual gain was more profitable for investors over the last year : -5.25 vs. VEVYX (-7.10). VEVYX return over 5 years is better than : 29.32 vs. SAMVX (12.40).
| SAMVX | VEVYX | SAMVX / VEVYX | |
| Total Expense Ratio | 1.29 | 0.66 | 195% |
| Annual Report Gross Expense Ratio | 1.29 | 0.66 | 195% |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | -1.026 | -2.388 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 17.2B | 9% |
| Annual Yield % from dividends | 0.83 | 1.12 | 74% |
| Returns for 1 year | -5.25 | -7.10 | 74% |
| Returns for 3 years | 2.44 | -4.89 | -50% |
| Returns for 5 years | 12.40 | 29.32 | 42% |
| Returns for 10 years | -9.33 | 43.95 | -21% |
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