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MVCAX vs SMVTX
MVCAX vs SMVTX Comparison
Open Charts MVCAX vs SMVTX
Virtus Ceredex Mid-Cap Value Equity I
Price$12.22
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets1.59B
MVCAX vs SMVTX Comparison Chart in %
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MVCAX vs. SMVTX commentary
Jul 07, 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 SMVTX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. SMVTX (1.59B). SMVTX pays higher dividends than MVCAX: SMVTX (0.95) vs MVCAX (0.87). 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 (27.00). MVCAX has a lower initial minimum investment than SMVTX: MVCAX (1000) vs SMVTX (100000). MVCAX annual gain was more profitable for investors over the last year : 1.09 vs. SMVTX (-0.35). MVCAX return over 5 years is better than : 60.39 vs. SMVTX (27.10).
| 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 | 2.934 | 1.833 | 160% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 1.59B | 1,088% |
| Annual Yield % from dividends | 0.87 | 0.95 | 92% |
| Returns for 1 year | 1.09 | -0.35 | -313% |
| Returns for 3 years | 18.70 | 22.11 | 85% |
| Returns for 5 years | 60.39 | 27.10 | 223% |
| Returns for 10 years | 64.61 | -0.56 | -11,541% |
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