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MVCAX vs SAMVX
MVCAX vs SAMVX Comparison
Open Charts MVCAX vs SAMVX
Virtus Ceredex Mid-Cap Value Equity A
Price$12.20
Change-$0.09 (-0.73%)
VolumeN/A
Net Assets1.1B
MVCAX vs SAMVX Comparison Chart in %
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MVCAX vs. SAMVX commentary
Aug 18, 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: 17.1B vs. SAMVX (1.1B). MVCAX pays higher dividends than SAMVX: MVCAX (0.86) vs SAMVX (0.72). 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 : -0.39 vs. MVCAX (-3.52). MVCAX return over 5 years is better than : 47.65 vs. SAMVX (19.95).
| 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 | 3.325 | 4.274 | 78% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 1.1B | 1,559% |
| Annual Yield % from dividends | 0.86 | 0.72 | 119% |
| Returns for 1 year | -3.52 | -0.39 | 908% |
| Returns for 3 years | 6.81 | 11.11 | 61% |
| Returns for 5 years | 47.65 | 19.95 | 239% |
| Returns for 10 years | 63.09 | -1.67 | -3,788% |
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