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SAMVX vs VMVIX
SAMVX vs VMVIX Comparison
Open Charts SAMVX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity A
Price$10.40
Change+$0.09 (+0.87%)
VolumeN/A
Net Assets1.4B
Vanguard Mid-Cap Value Index Investor
Price$59.62
Change+$0.58 (+0.98%)
VolumeN/A
Net Assets29.86B
SAMVX vs VMVIX Comparison Chart
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SAMVX vs. VMVIX commentary
Apr 19, 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: 29.9B vs. SAMVX (1.4B). VMVIX pays higher dividends than SAMVX: VMVIX (2.20) vs SAMVX (0.86). 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 : 3.30 vs. SAMVX (-11.53). VMVIX return over 5 years is better than : 71.73 vs. SAMVX (16.01).
| 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 | -11.111 | -6.336 | 175% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 29.9B | 5% |
| Annual Yield % from dividends | 0.86 | 2.20 | 39% |
| Returns for 1 year | -11.53 | 3.30 | -349% |
| Returns for 3 years | -10.99 | 2.10 | -523% |
| Returns for 5 years | 16.01 | 71.73 | 22% |
| Returns for 10 years | -19.80 | 66.33 | -30% |
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