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SAMVX vs VMVIX
SAMVX vs VMVIX Comparison
Open Charts SAMVX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity A
Price$13.18
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$68.58
Change+$0.45 (+0.66%)
VolumeN/A
CapitalizationN/A
SAMVX vs VMVIX Comparison Chart
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SAMVX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. SAMVX (1.81B). VMVIX pays higher dividends than SAMVX: VMVIX (2.03) vs SAMVX (0.84). SAMVX was incepted earlier than VMVIX: SAMVX (21 years) vs VMVIX (18 years). SAMVX is a more actively managed with annual turnover of: 140.00 vs. VMVIX (22.00). SAMVX has a lower initial minimum investment than VMVIX: SAMVX (2500) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 28.25 vs. SAMVX (21.34). VMVIX return over 5 years is better than : 50.90 vs. SAMVX (4.73).
| SAMVX | VMVIX | SAMVX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 18 years | - |
| Gain YTD | 12.728 | 19.597 | 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 | 2.03 | 41% |
| Returns for 1 year | 21.34 | 28.25 | 76% |
| Returns for 3 years | -13.46 | 16.93 | -80% |
| Returns for 5 years | 4.73 | 50.90 | 9% |
| Returns for 10 years | -8.16 | 98.08 | -8% |
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