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SAMVX vs VMVAX
SAMVX vs VMVAX Comparison
Open Charts SAMVX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity A
Price$12.74
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.06B
Vanguard Mid-Cap Value Index Admiral
Price$88.36
Change-$0.53 (-0.60%)
VolumeN/A
Net Assets31.8B
SAMVX vs VMVAX Comparison Chart in %
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SAMVX vs. VMVAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. SAMVX (1.06B). VMVAX pays higher dividends than SAMVX: VMVAX (2.20) vs SAMVX (0.68). 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 : 1.00 vs. SAMVX (-1.34). VMVAX return over 5 years is better than : 52.00 vs. SAMVX (13.18).
| 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 | 8.803 | 6.196 | 142% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 31.8B | 3% |
| Annual Yield % from dividends | 0.68 | 2.20 | 31% |
| Returns for 1 year | -1.34 | 1.00 | -134% |
| Returns for 3 years | 23.18 | 24.72 | 94% |
| Returns for 5 years | 13.18 | 52.00 | 25% |
| Returns for 10 years | 4.49 | 97.76 | 5% |
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