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SMVZX vs VEVYX
SMVZX vs VEVYX Comparison
Open Charts SMVZX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.32
Change-$0.30 (-2.38%)
VolumeN/A
Net Assets1.65B
Victory Sycamore Established Value Y
Price$46.51
Change-$0.88 (-1.86%)
VolumeN/A
Net Assets18.19B
SMVZX vs VEVYX Comparison Chart
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SMVZX vs. VEVYX commentary
Feb 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 SMVZX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.2B vs. SMVZX (1.66B). VEVYX (1.26) and SMVZX (1.22) have matching dividends . SMVZX was incepted earlier than VEVYX: SMVZX (11 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 : 4.80 vs. VEVYX (-0.01). VEVYX return over 5 years is better than : 25.64 vs. SMVZX (2.69).
| SMVZX | VEVYX | SMVZX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 4.557 | 3.134 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 18.2B | 9% |
| Annual Yield % from dividends | 1.22 | 1.26 | 97% |
| Returns for 1 year | 4.80 | -0.01 | -65,378% |
| Returns for 3 years | 5.97 | 2.43 | 246% |
| Returns for 5 years | 2.69 | 25.64 | 11% |
| Returns for 10 years | 0.89 | 50.73 | 2% |
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