Interact to see
Advertisement
Advertisement
SMVFX vs VEVYX
SMVFX vs VEVYX Comparison
Open Charts SMVFX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity C
Price$11.64
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets1.1B
Victory Sycamore Established Value Y
Price$46.20
Change-$0.23 (-0.50%)
VolumeN/A
Net Assets17.24B
SMVFX vs VEVYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMVFX vs. VEVYX commentary
Aug 17, 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 StrongBuy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.2B vs. SMVFX (1.1B). VEVYX pays higher dividends than SMVFX: VEVYX (1.08) vs SMVFX (0.22). SMVFX was incepted earlier than VEVYX: SMVFX (24 years) vs VEVYX (13 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 : -1.22 vs. VEVYX (-7.20). VEVYX return over 5 years is better than : 34.80 vs. SMVFX (15.66).
| 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 | 13 years | - |
| Gain YTD | 3.929 | 1.133 | 347% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 17.2B | 6% |
| Annual Yield % from dividends | 0.22 | 1.08 | 20% |
| Returns for 1 year | -1.22 | -7.20 | 17% |
| Returns for 3 years | 9.15 | -2.80 | -327% |
| Returns for 5 years | 15.66 | 34.80 | 45% |
| Returns for 10 years | -8.12 | 45.03 | -18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement