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SMVZX vs VEVYX
SMVZX vs VEVYX Comparison
Open Charts SMVZX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.06
Change+$0.10 (+0.84%)
VolumeN/A
Net Assets1.52B
Victory Sycamore Established Value Y
Price$45.08
Change+$0.41 (+0.92%)
VolumeN/A
Net Assets17.16B
SMVZX vs VEVYX Comparison Chart
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SMVZX vs. VEVYX commentary
Jun 07, 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 Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.2B vs. SMVZX (1.52B). SMVZX pays higher dividends than VEVYX: SMVZX (1.27) vs VEVYX (1.12). 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 : -3.91 vs. VEVYX (-7.25). VEVYX return over 5 years is better than : 29.06 vs. SMVZX (16.07).
| 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 | -0.911 | -2.585 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 17.2B | 9% |
| Annual Yield % from dividends | 1.27 | 1.12 | 113% |
| Returns for 1 year | -3.91 | -7.25 | 54% |
| Returns for 3 years | 3.19 | -5.90 | -54% |
| Returns for 5 years | 16.07 | 29.06 | 55% |
| Returns for 10 years | -3.15 | 43.53 | -7% |
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