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SAMVX vs VMVIX
SAMVX vs VMVIX Comparison
Open Charts SAMVX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity A
Price$11.27
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets1.5B
Vanguard Mid-Cap Value Index Investor
Price$62.67
Change+$0.09 (+0.14%)
VolumeN/A
Net Assets29.07B
SAMVX vs VMVIX Comparison Chart
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SAMVX vs. VMVIX commentary
May 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 StrongBuy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.1B vs. SAMVX (1.5B). VMVIX pays higher dividends than SAMVX: VMVIX (2.27) vs SAMVX (0.87). SAMVX was incepted earlier than VMVIX: SAMVX (22 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: 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 : 3.50 vs. SAMVX (-9.14). VMVIX return over 5 years is better than : 76.33 vs. SAMVX (23.91).
| SAMVX | VMVIX | SAMVX / VMVIX | |
| Total Expense Ratio | 1.30 | 0.19 | 684% |
| Annual Report Gross Expense Ratio | 1.30 | 0.19 | 684% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | -3.932 | -1.686 | 233% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 29.1B | 5% |
| Annual Yield % from dividends | 0.87 | 2.27 | 38% |
| Returns for 1 year | -9.14 | 3.50 | -261% |
| Returns for 3 years | 4.87 | 15.54 | 31% |
| Returns for 5 years | 23.91 | 76.33 | 31% |
| Returns for 10 years | -12.18 | 75.55 | -16% |
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