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SMVTX vs VEVYX
SMVTX vs VEVYX Comparison
Open Charts SMVTX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity I
Price$11.85
Change-$0.17 (-1.41%)
VolumeN/A
Net Assets1.51B
Victory Sycamore Established Value Y
Price$44.71
Change-$0.54 (-1.19%)
VolumeN/A
Net Assets17.12B
SMVTX vs VEVYX Comparison Chart
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SMVTX vs. VEVYX commentary
Jun 15, 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 SMVTX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. SMVTX (1.51B). VEVYX pays higher dividends than SMVTX: VEVYX (1.12) vs SMVTX (1.04). SMVTX was incepted earlier than VEVYX: SMVTX (24 years) vs VEVYX (12 years). SMVTX (1.01) is less costly to investors than VEVYX (0.66). SMVTX is a more actively managed with annual turnover of: 141.00 vs. VEVYX (34.00). SMVTX has a lower initial minimum investment than VEVYX: SMVTX (100000) vs VEVYX (1000000). SMVTX annual gain was more profitable for investors over the last year : -3.26 vs. VEVYX (-6.53). VEVYX return over 5 years is better than : 40.61 vs. SMVTX (23.97).
| SMVTX | VEVYX | SMVTX / VEVYX | |
| Total Expense Ratio | 1.01 | 0.66 | 153% |
| Annual Report Gross Expense Ratio | 1.01 | 0.66 | 153% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 0.167 | -2.497 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 17.1B | 9% |
| Annual Yield % from dividends | 1.04 | 1.12 | 93% |
| Returns for 1 year | -3.26 | -6.53 | 50% |
| Returns for 3 years | 16.02 | 4.61 | 348% |
| Returns for 5 years | 23.97 | 40.61 | 59% |
| Returns for 10 years | -5.69 | 42.12 | -13% |
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