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SMVZX vs VEVYX
SMVZX vs VEVYX Comparison
Open Charts SMVZX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.39
Change-$0.12 (-0.89%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value Y
Price$52.35
Change-$0.37 (-0.70%)
VolumeN/A
CapitalizationN/A
SMVZX vs VEVYX Comparison Chart
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SMVZX vs. VEVYX commentary
Nov 18, 2024
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 SMVZX is a StrongSell and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 19.2B vs. SMVZX (1.79B). VEVYX (1.26) and SMVZX (1.22) have matching dividends . SMVZX was incepted earlier than VEVYX: SMVZX (10 years) vs VEVYX (12 years). SMVZX is a more actively managed with annual turnover of: 140.00 vs. VEVYX (28.00). VEVYX has a lower initial minimum investment than SMVZX: VEVYX (1000000) vs SMVZX (2500000). SMVZX annual gain was more profitable for investors over the last year : 22.75 vs. VEVYX (17.67). VEVYX return over 5 years is better than : 35.67 vs. SMVZX (6.69).
| SMVZX | VEVYX | SMVZX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 12.953 | 13.788 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 19.2B | 9% |
| Annual Yield % from dividends | 1.22 | 1.26 | 97% |
| Returns for 1 year | 22.75 | 17.67 | 129% |
| Returns for 3 years | -12.83 | 2.89 | -444% |
| Returns for 5 years | 6.69 | 35.67 | 19% |
| Returns for 10 years | -0.88 | 56.46 | -2% |
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