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SAMVX vs VMVAX
SAMVX vs VMVAX Comparison
Open Charts SAMVX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity A
Price$12.69
Change-$0.12 (-0.94%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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SAMVX vs VMVAX Comparison Chart
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SAMVX vs. VMVAX commentary
Sep 21, 2024
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 Buy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. SAMVX (1.85B). VMVAX pays higher dividends than SAMVX: VMVAX (2.14) vs SAMVX (0.84). SAMVX was incepted earlier than VMVAX: SAMVX (21 years) vs VMVAX (13 years). 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 : 25.35 vs. SAMVX (21.21). VMVAX return over 5 years is better than : 48.82 vs. SAMVX (5.53).
| SAMVX | VMVAX | SAMVX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | 10.209 | 14.946 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 30.5B | 6% |
| Annual Yield % from dividends | 0.84 | 2.14 | 39% |
| Returns for 1 year | 21.21 | 25.35 | 84% |
| Returns for 3 years | -8.94 | 20.71 | -43% |
| Returns for 5 years | 5.53 | 48.82 | 11% |
| Returns for 10 years | -6.50 | 100.88 | -6% |
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