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MVCAX vs SMVFX
MVCAX vs SMVFX Comparison
Open Charts MVCAX vs SMVFX
Virtus Ceredex Mid-Cap Value Equity C
Price$11.34
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets1.59B
MVCAX vs SMVFX Comparison Chart in %
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MVCAX vs. SMVFX 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 SMVFX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. SMVFX (1.59B). MVCAX pays higher dividends than SMVFX: MVCAX (0.87) vs SMVFX (0.22). 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 (27.00). MVCAX has a lower initial minimum investment than SMVFX: MVCAX (1000) vs SMVFX (2500). MVCAX annual gain was more profitable for investors over the last year : 1.09 vs. SMVFX (-1.68). MVCAX return over 5 years is better than : 60.39 vs. SMVFX (19.86).
| 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 | 2.934 | 1.250 | 235% |
| Front Load | 6% | N/A | - |
| 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 | 0.22 | 389% |
| Returns for 1 year | 1.09 | -1.68 | -65% |
| Returns for 3 years | 18.70 | 18.73 | 100% |
| Returns for 5 years | 60.39 | 19.86 | 304% |
| Returns for 10 years | 64.61 | -10.90 | -593% |
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