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SAMVX vs VMVAX
SAMVX vs VMVAX Comparison
Open Charts SAMVX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity A
Price$11.27
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets1.5B
Vanguard Mid-Cap Value Index Admiral
Price$82.45
Change+$0.12 (+0.15%)
VolumeN/A
Net Assets29.07B
SAMVX vs VMVAX Comparison Chart
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SAMVX vs. VMVAX commentary
May 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. SAMVX (1.5B). VMVAX pays higher dividends than SAMVX: VMVAX (2.40) vs SAMVX (0.87). SAMVX was incepted earlier than VMVAX: SAMVX (22 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: 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 : 3.48 vs. SAMVX (-9.14). VMVAX return over 5 years is better than : 76.40 vs. SAMVX (23.91).
| 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 | 22 years | 14 years | - |
| Gain YTD | -3.932 | -1.683 | 234% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 29.1B | 5% |
| Annual Yield % from dividends | 0.87 | 2.40 | 36% |
| Returns for 1 year | -9.14 | 3.48 | -263% |
| Returns for 3 years | 4.87 | 15.55 | 31% |
| Returns for 5 years | 23.91 | 76.40 | 31% |
| Returns for 10 years | -12.18 | 75.65 | -16% |
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