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SAMVX vs VMVAX
SAMVX vs VMVAX Comparison
Open Charts SAMVX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity A
Price$13.18
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$90.24
Change+$0.60 (+0.67%)
VolumeN/A
CapitalizationN/A
SAMVX vs VMVAX Comparison Chart
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SAMVX vs. VMVAX commentary
Nov 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. SAMVX (1.81B). 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 : 28.25 vs. SAMVX (21.34). VMVAX return over 5 years is better than : 50.95 vs. SAMVX (4.73).
| 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 | 12.728 | 19.623 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 30.9B | 6% |
| Annual Yield % from dividends | 0.84 | 2.14 | 39% |
| Returns for 1 year | 21.34 | 28.25 | 76% |
| Returns for 3 years | -13.46 | 16.94 | -79% |
| Returns for 5 years | 4.73 | 50.95 | 9% |
| Returns for 10 years | -8.16 | 98.29 | -8% |
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