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MVCAX vs SAMVX
MVCAX vs SAMVX Comparison
Open Charts MVCAX vs SAMVX
Virtus Ceredex Mid-Cap Value Equity A
Price$12.22
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets1.61B
MVCAX vs SAMVX Comparison Chart in %
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MVCAX vs. SAMVX commentary
Jul 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 Buy and SAMVX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. SAMVX (1.61B). 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). SAMVX annual gain was more profitable for investors over the last year : 0.26 vs. MVCAX (-1.70). MVCAX return over 5 years is better than : 54.59 vs. SAMVX (24.05).
| 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 | 3.814 | 4.444 | 86% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 1.61B | 1,073% |
| Annual Yield % from dividends | 0.87 | 0.75 | 116% |
| Returns for 1 year | -1.70 | 0.26 | -644% |
| Returns for 3 years | 16.54 | 21.58 | 77% |
| Returns for 5 years | 54.59 | 24.05 | 227% |
| Returns for 10 years | 67.90 | -0.98 | -6,911% |
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