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MVCAX vs SMVTX
MVCAX vs SMVTX Comparison
Open Charts MVCAX vs SMVTX
Virtus Ceredex Mid-Cap Value Equity I
Price$13.24
Change+$0.17 (+1.30%)
VolumeN/A
Net Assets1.14B
MVCAX vs SMVTX Comparison Chart in %
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MVCAX vs. SMVTX commentary
Feb 04, 2026
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 Hold and SMVTX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. SMVTX (1.14B). MVCAX pays higher dividends than SMVTX: MVCAX (1.20) vs SMVTX (0.57). MVCAX was incepted earlier than SMVTX: MVCAX (24 years) vs SMVTX (24 years). SMVTX (1.01) and MVCAX (1.00) have similar cost to investors . SMVTX is a more actively managed with annual turnover of: 141.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than SMVTX: MVCAX (1000) vs SMVTX (100000). SMVTX annual gain was more profitable for investors over the last year : 7.43 vs. MVCAX (1.90). MVCAX return over 5 years is better than : 23.95 vs. SMVTX (7.85).
| MVCAX | SMVTX | MVCAX / SMVTX | |
| Total Expense Ratio | 0.99 | 1.01 | 98% |
| Annual Report Gross Expense Ratio | 1.00 | 1.01 | 99% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 4.789 | 9.693 | 49% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 1.14B | 1,504% |
| Annual Yield % from dividends | 1.20 | 0.57 | 212% |
| Returns for 1 year | 1.90 | 7.43 | 26% |
| Returns for 3 years | 11.13 | 19.40 | 57% |
| Returns for 5 years | 23.95 | 7.85 | 305% |
| Returns for 10 years | 99.09 | 30.88 | 321% |
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