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SMVFX vs VEVYX
SMVFX vs VEVYX Comparison
Open Charts SMVFX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity C
Price$11.02
Change-$0.16 (-1.43%)
VolumeN/A
Net Assets1.53B
Victory Sycamore Established Value Y
Price$44.71
Change-$0.54 (-1.19%)
VolumeN/A
Net Assets17.34B
SMVFX vs VEVYX Comparison Chart
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SMVFX vs. VEVYX commentary
Jun 14, 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 SMVFX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.3B vs. SMVFX (1.53B). VEVYX pays higher dividends than SMVFX: VEVYX (1.12) vs SMVFX (0.28). SMVFX was incepted earlier than VEVYX: SMVFX (24 years) vs VEVYX (12 years). SMVFX (2.00) is less costly to investors than VEVYX (0.66). SMVFX is a more actively managed with annual turnover of: 141.00 vs. VEVYX (34.00). SMVFX has a lower initial minimum investment than VEVYX: SMVFX (2500) vs VEVYX (1000000). SMVFX annual gain was more profitable for investors over the last year : -4.43 vs. VEVYX (-5.40). VEVYX return over 5 years is better than : 42.30 vs. SMVFX (17.12).
| SMVFX | VEVYX | SMVFX / VEVYX | |
| Total Expense Ratio | 1.76 | 0.66 | 267% |
| Annual Report Gross Expense Ratio | 2.00 | 0.66 | 303% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | -0.179 | -1.320 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 17.3B | 9% |
| Annual Yield % from dividends | 0.28 | 1.12 | 25% |
| Returns for 1 year | -4.43 | -5.40 | 82% |
| Returns for 3 years | 12.45 | 5.87 | 212% |
| Returns for 5 years | 17.12 | 42.30 | 40% |
| Returns for 10 years | -15.33 | 43.83 | -35% |
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