Interact to see
Advertisement
Advertisement
MVCAX vs SMVFX
MVCAX vs SMVFX Comparison
Open Charts MVCAX vs SMVFX
Virtus Ceredex Mid-Cap Value Equity C
Price$11.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.09B
MVCAX vs SMVFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. SMVFX 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 SMVFX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. SMVFX (1.09B). MVCAX pays higher dividends than SMVFX: MVCAX (0.83) vs SMVFX (0.20). MVCAX was incepted earlier than SMVFX: MVCAX (24 years) vs SMVFX (24 years). SMVFX (2.00) is less costly to investors than MVCAX (1.00). SMVFX is a more actively managed with annual turnover of: 141.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than SMVFX: MVCAX (1000) vs SMVFX (2500). SMVFX annual gain was more profitable for investors over the last year : -0.88 vs. MVCAX (-1.74). MVCAX return over 5 years is better than : 23.93 vs. SMVFX (-3.00).
| MVCAX | SMVFX | MVCAX / SMVFX | |
| Total Expense Ratio | 0.99 | 1.76 | 56% |
| Annual Report Gross Expense Ratio | 1.00 | 2.00 | 50% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -0.652 | 0.625 | -104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.09B | 1,536% |
| Annual Yield % from dividends | 0.83 | 0.20 | 419% |
| Returns for 1 year | -1.74 | -0.88 | 198% |
| Returns for 3 years | 13.98 | 12.16 | 115% |
| Returns for 5 years | 23.93 | -3.00 | -797% |
| Returns for 10 years | 72.86 | -2.86 | -2,547% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement