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SMVZX vs VEVYX
SMVZX vs VEVYX Comparison
Open Charts SMVZX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity R6
Price$11.62
Change+$0.08 (+0.69%)
VolumeN/A
Net Assets1.49B
Victory Sycamore Established Value Y
Price$44.25
Change+$0.27 (+0.61%)
VolumeN/A
Net Assets17.02B
SMVZX vs VEVYX Comparison Chart
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SMVZX vs. VEVYX commentary
May 09, 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 StrongBuy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17B vs. SMVZX (1.49B). SMVZX pays higher dividends than VEVYX: SMVZX (1.33) vs VEVYX (1.15). 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: 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 : -8.16 vs. VEVYX (-9.20). VEVYX return over 5 years is better than : 46.07 vs. SMVZX (27.24).
| 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 | -4.391 | -4.089 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 17B | 9% |
| Annual Yield % from dividends | 1.33 | 1.15 | 116% |
| Returns for 1 year | -8.16 | -9.20 | 89% |
| Returns for 3 years | 6.18 | -2.22 | -279% |
| Returns for 5 years | 27.24 | 46.07 | 59% |
| Returns for 10 years | -7.02 | 40.43 | -17% |