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SMVZX vs VEVYX
SMVZX vs VEVYX Comparison
Open Charts SMVZX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.49
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.09B
Victory Sycamore Established Value Y
Price$45.71
Change-$0.09 (-0.20%)
VolumeN/A
Net Assets17.17B
SMVZX vs VEVYX Comparison Chart in %
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SMVZX vs. VEVYX commentary
Aug 08, 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: 17.2B vs. SMVZX (1.09B). SMVZX (1.13) and VEVYX (1.08) 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 : 5.84 vs. VEVYX (-4.49). VEVYX return over 5 years is better than : 35.74 vs. SMVZX (23.65).
| 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 | 3.563 | 0.257 | 1,386% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 17.2B | 6% |
| Annual Yield % from dividends | 1.13 | 1.08 | 104% |
| Returns for 1 year | 5.84 | -4.49 | -130% |
| Returns for 3 years | 16.07 | 0.48 | 3,331% |
| Returns for 5 years | 23.65 | 35.74 | 66% |
| Returns for 10 years | 3.55 | 44.05 | 8% |
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