Interact to see
Advertisement
Advertisement
SMVTX vs VEVYX
SMVTX vs VEVYX Comparison
Open Charts SMVTX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity I
Price$11.70
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets1.52B
Victory Sycamore Established Value Y
Price$44.50
Change-$0.07 (-0.16%)
VolumeN/A
Net Assets17.2B
SMVTX vs VEVYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMVTX vs. VEVYX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.2B vs. SMVTX (1.52B). VEVYX pays higher dividends than SMVTX: VEVYX (1.15) vs SMVTX (1.09). SMVTX was incepted earlier than VEVYX: SMVTX (23 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 : -7.65 vs. VEVYX (-8.66). VEVYX return over 5 years is better than : 48.12 vs. SMVTX (27.38).
| SMVTX | VEVYX | SMVTX / VEVYX | |
| Total Expense Ratio | 1.01 | 0.66 | 153% |
| Annual Report Gross Expense Ratio | 1.01 | 0.66 | 153% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -2.167 | -2.803 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 17.2B | 9% |
| Annual Yield % from dividends | 1.09 | 1.15 | 94% |
| Returns for 1 year | -7.65 | -8.66 | 88% |
| Returns for 3 years | 6.16 | -0.93 | -666% |
| Returns for 5 years | 27.38 | 48.12 | 57% |
| Returns for 10 years | -8.41 | 40.28 | -21% |