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SAMVX vs VMVAX
SAMVX vs VMVAX Comparison
Open Charts SAMVX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity A
Price$10.40
Change+$0.09 (+0.87%)
VolumeN/A
Net Assets1.4B
Vanguard Mid-Cap Value Index Admiral
Price$78.44
Change+$0.77 (+0.99%)
VolumeN/A
Net Assets29.86B
SAMVX vs VMVAX Comparison Chart
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SAMVX vs. VMVAX commentary
Apr 19, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. SAMVX (1.4B). VMVAX pays higher dividends than SAMVX: VMVAX (2.33) vs SAMVX (0.86). SAMVX was incepted earlier than VMVAX: SAMVX (21 years) vs VMVAX (14 years). SAMVX (1.30) is less costly to investors than VMVAX (0.07). SAMVX is a more actively managed with annual turnover of: 140.00 vs. VMVAX (22.00). SAMVX has a lower initial minimum investment than VMVAX: SAMVX (2500) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 3.31 vs. SAMVX (-11.53). VMVAX return over 5 years is better than : 71.78 vs. SAMVX (16.01).
| SAMVX | VMVAX | SAMVX / VMVAX | |
| Total Expense Ratio | 1.30 | 0.07 | 1,857% |
| Annual Report Gross Expense Ratio | 1.30 | 0.07 | 1,857% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | -11.111 | -6.328 | 176% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 29.9B | 5% |
| Annual Yield % from dividends | 0.86 | 2.33 | 37% |
| Returns for 1 year | -11.53 | 3.31 | -349% |
| Returns for 3 years | -10.99 | 2.13 | -516% |
| Returns for 5 years | 16.01 | 71.78 | 22% |
| Returns for 10 years | -19.80 | 66.45 | -30% |
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