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SMVTX vs VEVYX
SMVTX vs VEVYX Comparison
Open Charts SMVTX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity I
Price$12.23
Change-$0.06 (-0.49%)
VolumeN/A
Net Assets1.58B
Victory Sycamore Established Value Y
Price$46.63
Change-$0.30 (-0.64%)
VolumeN/A
Net Assets17.7B
SMVTX vs VEVYX Comparison Chart in %
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SMVTX vs. VEVYX commentary
Jul 13, 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: 17.7B vs. SMVTX (1.58B). VEVYX pays higher dividends than SMVTX: VEVYX (1.09) vs SMVTX (0.95). 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 : -2.55 vs. VEVYX (-3.77). VEVYX return over 5 years is better than : 50.42 vs. SMVTX (27.72).
| 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 | 1.917 | 2.074 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 17.7B | 9% |
| Annual Yield % from dividends | 0.95 | 1.09 | 87% |
| Returns for 1 year | -2.55 | -3.77 | 68% |
| Returns for 3 years | 23.17 | 10.32 | 224% |
| Returns for 5 years | 27.72 | 50.42 | 55% |
| Returns for 10 years | -1.65 | 48.66 | -3% |
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