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SMVFX vs VEVYX
SMVFX vs VEVYX Comparison
Open Charts SMVFX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity C
Price$10.05
Change-$0.77 (-7.12%)
VolumeN/A
Net Assets1.53B
Victory Sycamore Established Value Y
Price$43.04
Change-$2.25 (-4.97%)
VolumeN/A
Net Assets17.64B
SMVFX vs VEVYX Comparison Chart
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SMVFX vs. VEVYX commentary
Apr 04, 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: 17.6B vs. SMVFX (1.54B). VEVYX pays higher dividends than SMVFX: VEVYX (1.12) vs SMVFX (0.29). SMVFX was incepted earlier than VEVYX: SMVFX (23 years) vs VEVYX (12 years). SMVFX (1.91) is less costly to investors than VEVYX (0.66). SMVFX is a more actively managed with annual turnover of: 140.00 vs. VEVYX (34.00). SMVFX has a lower initial minimum investment than VEVYX: SMVFX (2500) vs VEVYX (1000000). VEVYX annual gain was more profitable for investors over the last year : -7.96 vs. SMVFX (-8.67). VEVYX return over 5 years is better than : 83.67 vs. SMVFX (44.07).
| SMVFX | VEVYX | SMVFX / VEVYX | |
| Total Expense Ratio | 1.76 | 0.66 | 267% |
| Annual Report Gross Expense Ratio | 1.91 | 0.66 | 289% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -3.393 | -1.233 | 275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 17.6B | 9% |
| Annual Yield % from dividends | 0.29 | 1.12 | 26% |
| Returns for 1 year | -8.67 | -7.96 | 109% |
| Returns for 3 years | -8.05 | -4.79 | 168% |
| Returns for 5 years | 44.07 | 83.67 | 53% |
| Returns for 10 years | -17.75 | 43.64 | -41% |
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