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SMVTX vs VEVYX
SMVTX vs VEVYX Comparison
Open Charts SMVTX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity I
Price$12.56
Change-$0.08 (-0.63%)
VolumeN/A
Net Assets1.1B
Victory Sycamore Established Value Y
Price$46.20
Change-$0.23 (-0.50%)
VolumeN/A
Net Assets17.33B
SMVTX vs VEVYX Comparison Chart in %
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SMVTX vs. VEVYX commentary
Aug 16, 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: 17.3B vs. SMVTX (1.1B). VEVYX pays higher dividends than SMVTX: VEVYX (1.08) vs SMVTX (0.91). SMVTX was incepted earlier than VEVYX: SMVTX (24 years) vs VEVYX (13 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 : 0.88 vs. VEVYX (-6.73). VEVYX return over 5 years is better than : 35.47 vs. SMVTX (23.35).
| 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 | 13 years | - |
| Gain YTD | 5.333 | 1.636 | 326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 17.3B | 6% |
| Annual Yield % from dividends | 0.91 | 1.08 | 85% |
| Returns for 1 year | 0.88 | -6.73 | -13% |
| Returns for 3 years | 13.03 | -2.31 | -563% |
| Returns for 5 years | 23.35 | 35.47 | 66% |
| Returns for 10 years | 3.24 | 45.75 | 7% |
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