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MVCAX vs SMVTX
MVCAX vs SMVTX Comparison
Open Charts MVCAX vs SMVTX
Virtus Ceredex Mid-Cap Value Equity I
Price$12.99
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.08B
MVCAX vs SMVTX Comparison Chart in %
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MVCAX vs. SMVTX commentary
Oct 19, 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 Hold and SMVTX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. SMVTX (1.08B). SMVTX (0.88) and MVCAX (0.84) have matching dividends . 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). SMVTX annual gain was more profitable for investors over the last year : -0.80 vs. MVCAX (-9.14). MVCAX return over 5 years is better than : 44.40 vs. SMVTX (20.66).
| 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 | 3.585 | 8.250 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 1.08B | 1,559% |
| Annual Yield % from dividends | 0.84 | 0.88 | 96% |
| Returns for 1 year | -9.14 | -0.80 | 1,143% |
| Returns for 3 years | 20.07 | 34.51 | 58% |
| Returns for 5 years | 44.40 | 20.66 | 215% |
| Returns for 10 years | 70.98 | 10.03 | 708% |
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