Ad is loading...
SMVZX vs VEVYX
SMVZX vs VEVYX Comparison
Open Charts SMVZX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity R6
Price$10.49
Change-$0.43 (-3.94%)
VolumeN/A
Net Assets1.43B
Victory Sycamore Established Value Y
Price$41.08
Change-$1.33 (-3.14%)
VolumeN/A
Net Assets16.47B
SMVZX vs VEVYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMVZX vs. VEVYX commentary
Apr 11, 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: 16.5B vs. SMVZX (1.43B). SMVZX pays higher dividends than VEVYX: SMVZX (1.31) vs VEVYX (1.12). SMVZX was incepted earlier than VEVYX: SMVZX (11 years) vs VEVYX (12 years). SMVZX (0.87) is less costly to investors than VEVYX (0.66). SMVZX is a more actively managed with annual turnover of: 140.00 vs. VEVYX (34.00). VEVYX has a lower initial minimum investment than SMVZX: VEVYX (1000000) vs SMVZX (2500000). SMVZX (-12.55) and VEVYX (-12.55) have marching annual gain over last year. VEVYX return over 5 years is better than : 46.33 vs. SMVZX (21.94).
| SMVZX | VEVYX | SMVZX / VEVYX | |
| Total Expense Ratio | 0.79 | 0.66 | 120% |
| Annual Report Gross Expense Ratio | 0.87 | 0.66 | 132% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | -9.528 | -7.513 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 16.5B | 9% |
| Annual Yield % from dividends | 1.31 | 1.12 | 117% |
| Returns for 1 year | -12.55 | -12.55 | 100% |
| Returns for 3 years | -8.23 | -9.57 | 86% |
| Returns for 5 years | 21.94 | 46.33 | 47% |
| Returns for 10 years | -12.64 | 35.27 | -36% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SHM | 47.11 | 0.07 | +0.15% |
| SPDR® Nuveen Blmbg ST MunBd ETF | |||
| JSCP | 46.62 | -0.10 | -0.20% |
| JPMorgan Short Duration Core Plus ETF | |||
| UOCT | 33.48 | -0.65 | -1.90% |
| Innovator U.S. Equity Ultra Buf ETF™ Oct | |||
| DXJS | 31.94 | -0.80 | -2.44% |
| WisdomTree Japan Hedged SmallCap Eq ETF | |||
| HEAT | 23.48 | -1.45 | -5.82% |
| Touchstone Climate Transition ETF | |||