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SMVZX vs VEVYX
SMVZX vs VEVYX Comparison
Open Charts SMVZX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.06
Change+$0.19 (+1.48%)
VolumeN/A
Net Assets1.1B
Victory Sycamore Established Value Y
Price$47.05
Change+$0.27 (+0.58%)
VolumeN/A
Net Assets17.17B
SMVZX vs VEVYX Comparison Chart in %
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SMVZX vs. VEVYX commentary
Sep 19, 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: 17.2B vs. SMVZX (1.1B). SMVZX (1.10) and VEVYX (1.06) have matching dividends . SMVZX was incepted earlier than VEVYX: SMVZX (11 years) vs VEVYX (13 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 : 0.56 vs. VEVYX (-8.60). VEVYX return over 5 years is better than : 38.60 vs. SMVZX (25.89).
| 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 | 13 years | - |
| Gain YTD | 6.628 | 2.594 | 256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 17.2B | 6% |
| Annual Yield % from dividends | 1.10 | 1.06 | 104% |
| Returns for 1 year | 0.56 | -8.60 | -6% |
| Returns for 3 years | 24.76 | 5.39 | 459% |
| Returns for 5 years | 25.89 | 38.60 | 67% |
| Returns for 10 years | 15.40 | 56.05 | 27% |
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