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SAMVX vs VMVIX
SAMVX vs VMVIX Comparison
Open Charts SAMVX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity A
Price$11.29
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets1.55B
Vanguard Mid-Cap Value Index Investor
Price$64.00
Change+$0.52 (+0.82%)
VolumeN/A
Net Assets30.85B
SAMVX vs VMVIX Comparison Chart
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SAMVX vs. VMVIX commentary
Mar 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 Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.8B vs. SAMVX (1.55B). VMVIX pays higher dividends than SAMVX: VMVIX (1.94) vs SAMVX (0.81). SAMVX was incepted earlier than VMVIX: SAMVX (21 years) vs VMVIX (19 years). SAMVX (1.30) is less costly to investors than VMVIX (0.19). 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 : 7.41 vs. SAMVX (-7.25). VMVIX return over 5 years is better than : 57.97 vs. SAMVX (8.37).
| SAMVX | VMVIX | SAMVX / VMVIX | |
| Total Expense Ratio | 1.30 | 0.19 | 684% |
| Annual Report Gross Expense Ratio | 1.30 | 0.19 | 684% |
| Fund Existence | 21 years | 19 years | - |
| Gain YTD | -3.504 | 0.487 | -720% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 30.8B | 5% |
| Annual Yield % from dividends | 0.81 | 1.94 | 42% |
| Returns for 1 year | -7.25 | 7.41 | -98% |
| Returns for 3 years | 0.49 | 16.37 | 3% |
| Returns for 5 years | 8.37 | 57.97 | 14% |
| Returns for 10 years | -9.41 | 85.14 | -11% |