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SMVTX vs VEVYX
SMVTX vs VEVYX Comparison
Open Charts SMVTX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity I
Price$10.90
Change+$0.17 (+1.58%)
VolumeN/A
Net Assets1.41B
Victory Sycamore Established Value Y
Price$42.45
Change+$0.18 (+0.43%)
VolumeN/A
Net Assets16.38B
SMVTX vs VEVYX Comparison Chart
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SMVTX vs. VEVYX commentary
Apr 25, 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 StrongBuy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.4B vs. SMVTX (1.41B). 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). VEVYX annual gain was more profitable for investors over the last year : -11.49 vs. SMVTX (-12.25). VEVYX return over 5 years is better than : 49.42 vs. SMVTX (21.21).
| 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 | -10.583 | -7.819 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 16.4B | 9% |
| Annual Yield % from dividends | 1.07 | 1.12 | 96% |
| Returns for 1 year | -12.25 | -11.49 | 107% |
| Returns for 3 years | -8.58 | -10.16 | 85% |
| Returns for 5 years | 21.21 | 49.42 | 43% |
| Returns for 10 years | -16.17 | 34.48 | -47% |
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