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MVCAX vs SAMVX
MVCAX vs SAMVX Comparison
Open Charts MVCAX vs SAMVX
Virtus Ceredex Mid-Cap Value Equity A
Price$11.89
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets1.59B
MVCAX vs SAMVX Comparison Chart in %
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MVCAX vs. SAMVX commentary
Jul 06, 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 Buy and SAMVX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. SAMVX (1.59B). MVCAX pays higher dividends than SAMVX: MVCAX (0.87) vs SAMVX (0.75). 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 (27.00). MVCAX (6%) and SAMVX (6%) have equivalent initial investment costs. MVCAX has a lower initial minimum investment than SAMVX: MVCAX (1000) vs SAMVX (2500). MVCAX annual gain was more profitable for investors over the last year : 1.09 vs. SAMVX (-0.83). MVCAX return over 5 years is better than : 60.39 vs. SAMVX (24.49).
| 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 | 2.934 | 1.624 | 181% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 1.59B | 1,088% |
| Annual Yield % from dividends | 0.87 | 0.75 | 116% |
| Returns for 1 year | 1.09 | -0.83 | -132% |
| Returns for 3 years | 18.70 | 21.00 | 89% |
| Returns for 5 years | 60.39 | 24.49 | 247% |
| Returns for 10 years | 64.61 | -4.60 | -1,406% |
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