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SMVTX vs VEVYX
SMVTX vs VEVYX Comparison
Open Charts SMVTX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity I
Price$10.79
Change-$0.83 (-7.14%)
VolumeN/A
Net Assets1.53B
Victory Sycamore Established Value Y
Price$43.04
Change-$2.25 (-4.97%)
VolumeN/A
Net Assets17.64B
SMVTX vs VEVYX Comparison Chart
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SMVTX vs. VEVYX commentary
Apr 04, 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: 17.6B vs. SMVTX (1.54B). VEVYX (1.12) and SMVTX (1.07) have matching dividends . SMVTX was incepted earlier than VEVYX: SMVTX (23 years) vs VEVYX (12 years). SMVTX (1.02) is less costly to investors than VEVYX (0.66). SMVTX is a more actively managed with annual turnover of: 140.00 vs. VEVYX (34.00). SMVTX has a lower initial minimum investment than VEVYX: SMVTX (100000) vs VEVYX (1000000). SMVTX (-7.59) and VEVYX (-7.96) have marching annual gain over last year. VEVYX return over 5 years is better than : 83.67 vs. SMVTX (52.60).
| SMVTX | VEVYX | SMVTX / VEVYX | |
| Total Expense Ratio | 1.02 | 0.66 | 155% |
| Annual Report Gross Expense Ratio | 1.02 | 0.66 | 155% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -3.167 | -1.233 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 17.6B | 9% |
| Annual Yield % from dividends | 1.07 | 1.12 | 96% |
| Returns for 1 year | -7.59 | -7.96 | 95% |
| Returns for 3 years | -5.08 | -4.79 | 106% |
| Returns for 5 years | 52.60 | 83.67 | 63% |
| Returns for 10 years | -8.43 | 43.64 | -19% |
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