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SMVZX vs VEVYX
SMVZX vs VEVYX Comparison
Open Charts SMVZX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.31
Change-$0.21 (-1.55%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value Y
Price$47.12
Change-$0.69 (-1.44%)
VolumeN/A
CapitalizationN/A
SMVZX vs VEVYX Comparison Chart
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SMVZX vs. VEVYX commentary
Dec 19, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 19.2B vs. SMVZX (1.77B). VEVYX (1.26) and SMVZX (1.22) have matching dividends . SMVZX was incepted earlier than VEVYX: SMVZX (10 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 : 15.29 vs. VEVYX (4.41). VEVYX return over 5 years is better than : 26.20 vs. SMVZX (4.79).
| SMVZX | VEVYX | SMVZX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 14.050 | 3.246 | 433% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 19.2B | 9% |
| Annual Yield % from dividends | 1.22 | 1.26 | 97% |
| Returns for 1 year | 15.29 | 4.41 | 347% |
| Returns for 3 years | -9.71 | 3.35 | -289% |
| Returns for 5 years | 4.79 | 26.20 | 18% |
| Returns for 10 years | 8.92 | 39.52 | 23% |
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