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SMVFX vs VEVYX
SMVFX vs VEVYX Comparison
Open Charts SMVFX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity C
Price$11.82
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets1.1B
Victory Sycamore Established Value Y
Price$47.16
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets17.34B
SMVFX vs VEVYX Comparison Chart in %
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SMVFX vs. VEVYX commentary
Sep 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.3B vs. SMVFX (1.1B). VEVYX pays higher dividends than SMVFX: VEVYX (1.06) vs SMVFX (0.21). 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 : 0.82 vs. VEVYX (-6.13). VEVYX return over 5 years is better than : 38.20 vs. SMVFX (17.33).
| 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 | 5.536 | 3.234 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 17.3B | 6% |
| Annual Yield % from dividends | 0.21 | 1.06 | 20% |
| Returns for 1 year | 0.82 | -6.13 | -13% |
| Returns for 3 years | 20.49 | 7.22 | 284% |
| Returns for 5 years | 17.33 | 38.20 | 45% |
| Returns for 10 years | -0.17 | 56.38 | -0% |
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