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MVCAX vs SMVZX
MVCAX vs SMVZX Comparison
Open Charts MVCAX vs SMVZX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.65
Change+$0.09 (+0.72%)
VolumeN/A
Net Assets1.61B
MVCAX vs SMVZX Comparison Chart in %
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MVCAX vs. SMVZX commentary
Jul 27, 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 SMVZX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. SMVZX (1.61B). SMVZX pays higher dividends than MVCAX: SMVZX (1.17) vs MVCAX (0.87). MVCAX was incepted earlier than SMVZX: MVCAX (24 years) vs SMVZX (11 years). MVCAX (1.00) is less costly to investors than SMVZX (0.88). SMVZX is a more actively managed with annual turnover of: 141.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than SMVZX: MVCAX (1000) vs SMVZX (2500000). SMVZX annual gain was more profitable for investors over the last year : 1.02 vs. MVCAX (-1.70). MVCAX return over 5 years is better than : 54.59 vs. SMVZX (28.14).
| MVCAX | SMVZX | MVCAX / SMVZX | |
| Total Expense Ratio | 0.99 | 0.79 | 125% |
| Annual Report Gross Expense Ratio | 1.00 | 0.88 | 114% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 3.814 | 4.805 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 1.61B | 1,073% |
| Annual Yield % from dividends | 0.87 | 1.17 | 74% |
| Returns for 1 year | -1.70 | 1.02 | -166% |
| Returns for 3 years | 16.54 | 23.67 | 70% |
| Returns for 5 years | 54.59 | 28.14 | 194% |
| Returns for 10 years | 67.90 | 5.81 | 1,170% |