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MVCAX vs SAMVX
MVCAX vs SAMVX Comparison
Open Charts MVCAX vs SAMVX
Virtus Ceredex Mid-Cap Value Equity A
Price$11.86
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.09B
MVCAX vs SAMVX Comparison Chart in %
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MVCAX vs. SAMVX commentary
Dec 28, 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 MVCAX is a StrongBuy and SAMVX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. SAMVX (1.09B). MVCAX pays higher dividends than SAMVX: MVCAX (0.83) vs SAMVX (0.66). MVCAX was incepted earlier than SAMVX: MVCAX (24 years) vs SAMVX (22 years). SAMVX (1.29) is less costly to investors than MVCAX (1.00). SAMVX is a more actively managed with annual turnover of: 141.00 vs. MVCAX (24.00). MVCAX (6%) and SAMVX (6%) have equivalent initial investment costs. MVCAX has a lower initial minimum investment than SAMVX: MVCAX (1000) vs SAMVX (2500). SAMVX annual gain was more profitable for investors over the last year : -0.08 vs. MVCAX (-1.74). MVCAX return over 5 years is better than : 23.93 vs. SAMVX (0.91).
| MVCAX | SAMVX | MVCAX / SAMVX | |
| Total Expense Ratio | 0.99 | 1.29 | 77% |
| Annual Report Gross Expense Ratio | 1.00 | 1.29 | 78% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | -0.652 | 1.368 | -48% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.09B | 1,537% |
| Annual Yield % from dividends | 0.83 | 0.66 | 125% |
| Returns for 1 year | -1.74 | -0.08 | 2,066% |
| Returns for 3 years | 13.98 | 14.47 | 97% |
| Returns for 5 years | 23.93 | 0.91 | 2,623% |
| Returns for 10 years | 72.86 | 4.13 | 1,764% |
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| Amplify CWP Growth & Income ETF | |||