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SMVZX vs VEVYX
SMVZX vs VEVYX Comparison
Open Charts SMVZX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity R6
Price$11.97
Change+$0.14 (+1.18%)
VolumeN/A
Net Assets1.54B
Victory Sycamore Established Value Y
Price$45.21
Change+$0.35 (+0.78%)
VolumeN/A
Net Assets17.13B
SMVZX vs VEVYX Comparison Chart in %
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SMVZX vs. VEVYX commentary
Jun 28, 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 Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. SMVZX (1.54B). SMVZX pays higher dividends than VEVYX: SMVZX (1.27) vs VEVYX (1.12). SMVZX was incepted earlier than VEVYX: SMVZX (11 years) vs VEVYX (12 years). SMVZX (0.88) is less costly to investors than VEVYX (0.66). SMVZX is a more actively managed with annual turnover of: 141.00 vs. VEVYX (34.00). 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 : -3.39 vs. VEVYX (-5.79). VEVYX return over 5 years is better than : 46.57 vs. SMVZX (27.97).
| SMVZX | VEVYX | SMVZX / VEVYX | |
| Total Expense Ratio | 0.79 | 0.66 | 120% |
| Annual Report Gross Expense Ratio | 0.88 | 0.66 | 133% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | -1.988 | -1.801 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 17.1B | 9% |
| Annual Yield % from dividends | 1.27 | 1.12 | 113% |
| Returns for 1 year | -3.39 | -5.79 | 59% |
| Returns for 3 years | 17.54 | 3.75 | 467% |
| Returns for 5 years | 27.97 | 46.57 | 60% |
| Returns for 10 years | -2.44 | 45.95 | -5% |
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