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MVCAX vs SAMVX
MVCAX vs SAMVX Comparison
Open Charts MVCAX vs SAMVX
Virtus Ceredex Mid-Cap Value Equity A
Price$12.40
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets1.1B
MVCAX vs SAMVX Comparison Chart in %
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MVCAX vs. SAMVX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. SAMVX (1.1B). MVCAX pays higher dividends than SAMVX: MVCAX (0.84) vs SAMVX (0.71). 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 : 1.74 vs. MVCAX (-2.57). MVCAX return over 5 years is better than : 52.00 vs. SAMVX (21.80).
| 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 | 5.508 | 5.983 | 92% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 1.1B | 1,573% |
| Annual Yield % from dividends | 0.84 | 0.71 | 118% |
| Returns for 1 year | -2.57 | 1.74 | -147% |
| Returns for 3 years | 18.36 | 22.65 | 81% |
| Returns for 5 years | 52.00 | 21.80 | 239% |
| Returns for 10 years | 75.57 | 6.95 | 1,087% |
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