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SMVFX vs VEVYX
SMVFX vs VEVYX Comparison
Open Charts SMVFX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity C
Price$11.42
Change-$0.28 (-2.39%)
VolumeN/A
Net Assets1.65B
Victory Sycamore Established Value Y
Price$46.51
Change-$0.88 (-1.86%)
VolumeN/A
Net Assets18.19B
SMVFX vs VEVYX Comparison Chart
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SMVFX vs. VEVYX commentary
Feb 23, 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 Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.2B vs. SMVFX (1.66B). VEVYX pays higher dividends than SMVFX: VEVYX (1.26) vs SMVFX (0.31). SMVFX was incepted earlier than VEVYX: SMVFX (23 years) vs VEVYX (12 years). SMVFX is a more actively managed with annual turnover of: 140.00 vs. VEVYX (28.00). 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 : 0.80 vs. VEVYX (-1.86). VEVYX return over 5 years is better than : 23.31 vs. SMVFX (-6.50).
| SMVFX | VEVYX | SMVFX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 1.964 | 1.219 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 18.2B | 9% |
| Annual Yield % from dividends | 0.31 | 1.26 | 24% |
| Returns for 1 year | 0.80 | -1.86 | -43% |
| Returns for 3 years | -0.44 | 0.53 | -83% |
| Returns for 5 years | -6.50 | 23.31 | -28% |
| Returns for 10 years | -13.83 | 47.93 | -29% |
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