SMVFX
Price
$10.40
Change
+$0.25 (+2.46%)
Updated
Apr 24 closing price
Net Assets
1.43B
VEVYX
Price
$43.07
Change
+$0.62 (+1.46%)
Updated
Apr 24 closing price
Net Assets
16.43B
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SMVFX vs VEVYX

Header iconSMVFX vs VEVYX Comparison
Open Charts SMVFX vs VEVYXBanner chart's image
Virtus Ceredex Mid-Cap Value Equity C
Price$10.40
Change+$0.25 (+2.46%)
VolumeN/A
Net Assets1.43B
Victory Sycamore Established Value Y
Price$43.07
Change+$0.62 (+1.46%)
VolumeN/A
Net Assets16.43B
SMVFX vs VEVYX Comparison Chart
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SMVFX vs. VEVYX commentary
Apr 26, 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 StrongBuy and VEVYX is a Buy.

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FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.4B vs. SMVFX (1.43B). 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 : -11.22 vs. SMVFX (-12.11). VEVYX return over 5 years is better than : 50.06 vs. SMVFX (16.33).
SMVFXVEVYXSMVFX / VEVYX
Total Expense Ratio1.760.66267%
Annual Report Gross Expense Ratio1.910.66289%
Fund Existence23 years12 years-
Gain YTD-9.375-7.426126%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.43B16.4B9%
Annual Yield % from dividends0.291.1226%
Returns for 1 year-12.11-11.22108%
Returns for 3 years-10.27-9.79105%
Returns for 5 years16.3350.0633%
Returns for 10 years-23.0735.51-65%
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