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SAMVX vs VMVIX
SAMVX vs VMVIX Comparison
Open Charts SAMVX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity A
Price$12.21
Change-$0.09 (-0.73%)
VolumeN/A
Net Assets1.73B
Vanguard Mid-Cap Value Index Investor
Price$65.34
Change-$0.43 (-0.65%)
VolumeN/A
Net Assets30.1B
SAMVX vs VMVIX Comparison Chart
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SAMVX vs. VMVIX commentary
Feb 01, 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. SAMVX (1.73B). 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 : 16.12 vs. SAMVX (7.44). VMVIX return over 5 years is better than : 42.58 vs. SAMVX (2.01).
| 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 | 3.761 | 2.214 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 30.1B | 6% |
| Annual Yield % from dividends | 0.84 | 2.03 | 41% |
| Returns for 1 year | 7.44 | 16.12 | 46% |
| Returns for 3 years | 0.22 | 13.78 | 2% |
| Returns for 5 years | 2.01 | 42.58 | 5% |
| Returns for 10 years | -1.93 | 90.76 | -2% |
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