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SAMVX vs VMVAX
SAMVX vs VMVAX Comparison
Open Charts SAMVX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity A
Price$11.29
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets1.55B
Vanguard Mid-Cap Value Index Admiral
Price$84.22
Change+$0.68 (+0.81%)
VolumeN/A
Net Assets30.85B
SAMVX vs VMVAX Comparison Chart
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SAMVX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.8B vs. SAMVX (1.55B). VMVAX pays higher dividends than SAMVX: VMVAX (2.06) vs SAMVX (0.81). SAMVX was incepted earlier than VMVAX: SAMVX (21 years) vs VMVAX (13 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 : 7.44 vs. SAMVX (-7.25). VMVAX return over 5 years is better than : 58.06 vs. SAMVX (8.37).
| 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 | 13 years | - |
| Gain YTD | -3.504 | 0.513 | -683% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 30.8B | 5% |
| Annual Yield % from dividends | 0.81 | 2.06 | 39% |
| Returns for 1 year | -7.25 | 7.44 | -97% |
| Returns for 3 years | 0.49 | 16.41 | 3% |
| Returns for 5 years | 8.37 | 58.06 | 14% |
| Returns for 10 years | -9.41 | 85.27 | -11% |
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