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SMVTX vs VEVYX
SMVTX vs VEVYX Comparison
Open Charts SMVTX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity I
Price$12.54
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets1.73B
Victory Sycamore Established Value Y
Price$47.34
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets18.78B
SMVTX vs VEVYX Comparison Chart
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SMVTX vs. VEVYX commentary
Jan 19, 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 Hold and VEVYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.8B vs. SMVTX (1.73B). VEVYX pays higher dividends than SMVTX: VEVYX (1.26) vs SMVTX (1.06). SMVTX was incepted earlier than VEVYX: SMVTX (23 years) vs VEVYX (12 years). SMVTX is a more actively managed with annual turnover of: 140.00 vs. VEVYX (28.00). 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 : 10.04 vs. VEVYX (5.15). VEVYX return over 5 years is better than : 24.12 vs. SMVTX (0.12).
| SMVTX | VEVYX | SMVTX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 4.500 | 3.025 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 18.8B | 9% |
| Annual Yield % from dividends | 1.06 | 1.26 | 84% |
| Returns for 1 year | 10.04 | 5.15 | 195% |
| Returns for 3 years | -2.29 | -0.60 | 381% |
| Returns for 5 years | 0.12 | 24.12 | 0% |
| Returns for 10 years | 4.60 | 60.47 | 8% |
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