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SMVZX vs VEVYX
SMVZX vs VEVYX Comparison
Open Charts SMVZX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.35
Change+$0.14 (+1.15%)
VolumeN/A
Net Assets1.56B
Victory Sycamore Established Value Y
Price$46.46
Change+$0.45 (+0.98%)
VolumeN/A
Net Assets17.45B
SMVZX vs VEVYX Comparison Chart in %
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SMVZX vs. VEVYX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.4B vs. SMVZX (1.56B). SMVZX pays higher dividends than VEVYX: SMVZX (1.17) vs VEVYX (1.09). 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 : -5.33 vs. VEVYX (-7.78). VEVYX return over 5 years is better than : 41.22 vs. SMVZX (23.33).
| 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 | 1.160 | 0.717 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 17.4B | 9% |
| Annual Yield % from dividends | 1.17 | 1.09 | 107% |
| Returns for 1 year | -5.33 | -7.78 | 69% |
| Returns for 3 years | 23.93 | 8.86 | 270% |
| Returns for 5 years | 23.33 | 41.22 | 57% |
| Returns for 10 years | 1.14 | 47.43 | 2% |
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