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SMVFX vs VEVYX
SMVFX vs VEVYX Comparison
Open Charts SMVFX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity C
Price$11.70
Change+$0.10 (+0.86%)
VolumeN/A
Net Assets1.73B
Victory Sycamore Established Value Y
Price$47.34
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets18.78B
SMVFX vs VEVYX Comparison Chart
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SMVFX vs. VEVYX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.8B vs. SMVFX (1.73B). 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 : 8.73 vs. VEVYX (5.15). VEVYX return over 5 years is better than : 24.12 vs. SMVFX (-5.51).
| 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 | 4.464 | 3.025 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 18.8B | 9% |
| Annual Yield % from dividends | 0.31 | 1.26 | 24% |
| Returns for 1 year | 8.73 | 5.15 | 170% |
| Returns for 3 years | -5.29 | -0.60 | 879% |
| Returns for 5 years | -5.51 | 24.12 | -23% |
| Returns for 10 years | -5.98 | 60.47 | -10% |
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