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SAMVX vs VMVIX
SAMVX vs VMVIX Comparison
Open Charts SAMVX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity A
Price$11.96
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets1.58B
Vanguard Mid-Cap Value Index Investor
Price$65.84
Change+$0.17 (+0.26%)
VolumeN/A
Net Assets30.57B
SAMVX vs VMVIX Comparison Chart in %
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SAMVX vs. VMVIX commentary
Jul 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: 30.6B vs. SAMVX (1.58B). VMVIX pays higher dividends than SAMVX: VMVIX (2.14) vs SAMVX (0.75). SAMVX was incepted earlier than VMVIX: SAMVX (22 years) vs VMVIX (19 years). SAMVX (1.29) is less costly to investors than VMVIX (0.19). SAMVX is a more actively managed with annual turnover of: 141.00 vs. VMVIX (19.00). 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 : 5.78 vs. SAMVX (-5.06). VMVIX return over 5 years is better than : 68.95 vs. SAMVX (20.53).
| SAMVX | VMVIX | SAMVX / VMVIX | |
| Total Expense Ratio | 1.29 | 0.19 | 679% |
| Annual Report Gross Expense Ratio | 1.29 | 0.19 | 679% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 1.880 | 3.181 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 30.6B | 5% |
| Annual Yield % from dividends | 0.75 | 2.14 | 35% |
| Returns for 1 year | -5.06 | 5.78 | -88% |
| Returns for 3 years | 23.02 | 28.93 | 80% |
| Returns for 5 years | 20.53 | 68.95 | 30% |
| Returns for 10 years | -4.43 | 87.17 | -5% |
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