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SAMVX vs VMVAX
SAMVX vs VMVAX Comparison
Open Charts SAMVX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity A
Price$11.56
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.53B
Vanguard Mid-Cap Value Index Admiral
Price$83.60
Change-$0.19 (-0.23%)
VolumeN/A
Net Assets29.95B
SAMVX vs VMVAX Comparison Chart
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SAMVX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. SAMVX (1.53B). VMVAX pays higher dividends than SAMVX: VMVAX (2.31) vs SAMVX (0.83). SAMVX was incepted earlier than VMVAX: SAMVX (22 years) vs VMVAX (14 years). SAMVX (1.29) is less costly to investors than VMVAX (0.07). SAMVX is a more actively managed with annual turnover of: 141.00 vs. VMVAX (19.00). 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 : 6.37 vs. SAMVX (-5.25). VMVAX return over 5 years is better than : 56.72 vs. SAMVX (12.40).
| SAMVX | VMVAX | SAMVX / VMVAX | |
| Total Expense Ratio | 1.29 | 0.07 | 1,843% |
| Annual Report Gross Expense Ratio | 1.29 | 0.07 | 1,843% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | -1.026 | 0.061 | -1,683% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 29.9B | 5% |
| Annual Yield % from dividends | 0.83 | 2.31 | 36% |
| Returns for 1 year | -5.25 | 6.37 | -82% |
| Returns for 3 years | 2.44 | 12.81 | 19% |
| Returns for 5 years | 12.40 | 56.72 | 22% |
| Returns for 10 years | -9.33 | 80.09 | -12% |