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SMVFX vs VEVYX
SMVFX vs VEVYX Comparison
Open Charts SMVFX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity C
Price$11.34
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets1.59B
Victory Sycamore Established Value Y
Price$46.65
Change+$0.25 (+0.54%)
VolumeN/A
Net Assets17.76B
SMVFX vs VEVYX Comparison Chart in %
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SMVFX vs. VEVYX commentary
Jul 05, 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: 17.8B vs. SMVFX (1.59B). VEVYX pays higher dividends than SMVFX: VEVYX (1.09) vs SMVFX (0.22). SMVFX was incepted earlier than VEVYX: SMVFX (24 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). VEVYX (-1.65) and SMVFX (-1.68) have marching annual gain over last year. VEVYX return over 5 years is better than : 48.38 vs. SMVFX (19.86).
| 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 | 12 years | - |
| Gain YTD | 1.250 | 2.118 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 17.8B | 9% |
| Annual Yield % from dividends | 0.22 | 1.09 | 21% |
| Returns for 1 year | -1.68 | -1.65 | 102% |
| Returns for 3 years | 18.73 | 9.30 | 201% |
| Returns for 5 years | 19.86 | 48.38 | 41% |
| Returns for 10 years | -10.90 | 50.51 | -22% |
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