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SMVZX vs VEVYX
SMVZX vs VEVYX Comparison
Open Charts SMVZX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.61
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets1.73B
Victory Sycamore Established Value Y
Price$47.34
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets18.78B
SMVZX vs VEVYX Comparison Chart
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SMVZX vs. VEVYX commentary
Jan 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.8B vs. SMVZX (1.73B). 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 : 10.33 vs. VEVYX (5.15). VEVYX return over 5 years is better than : 24.12 vs. SMVZX (1.36).
| 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 | 4.474 | 3.025 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 18.8B | 9% |
| Annual Yield % from dividends | 1.22 | 1.26 | 97% |
| Returns for 1 year | 10.33 | 5.15 | 201% |
| Returns for 3 years | -1.52 | -0.60 | 253% |
| Returns for 5 years | 1.36 | 24.12 | 6% |
| Returns for 10 years | 7.39 | 60.47 | 12% |
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