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SMVFX vs VEVYX
SMVFX vs VEVYX Comparison
Open Charts SMVFX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity C
Price$10.89
Change-$0.04 (-0.37%)
VolumeN/A
Net Assets1.55B
Victory Sycamore Established Value Y
Price$44.50
Change-$0.07 (-0.16%)
VolumeN/A
Net Assets17.61B
SMVFX vs VEVYX Comparison Chart
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SMVFX vs. VEVYX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.6B vs. SMVFX (1.55B). VEVYX pays higher dividends than SMVFX: VEVYX (1.15) vs SMVFX (0.30). SMVFX was incepted earlier than VEVYX: SMVFX (23 years) vs VEVYX (12 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 (-7.04) and VEVYX (-7.05) have marching annual gain over last year. VEVYX return over 5 years is better than : 51.61 vs. SMVFX (23.11).
| SMVFX | VEVYX | SMVFX / VEVYX | |
| Total Expense Ratio | 1.76 | 0.66 | 267% |
| Annual Report Gross Expense Ratio | 2.00 | 0.66 | 303% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -0.179 | -0.513 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 17.6B | 9% |
| Annual Yield % from dividends | 0.30 | 1.15 | 26% |
| Returns for 1 year | -7.04 | -7.05 | 100% |
| Returns for 3 years | 6.80 | 2.88 | 236% |
| Returns for 5 years | 23.11 | 51.61 | 45% |
| Returns for 10 years | -15.82 | 43.59 | -36% |
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