Interact to see
Advertisement
Advertisement
MVCAX vs SMVZX
MVCAX vs SMVZX Comparison
Open Charts MVCAX vs SMVZX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.31
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets1.59B
MVCAX vs SMVZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. SMVZX 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 SMVZX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. SMVZX (1.59B). 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). MVCAX annual gain was more profitable for investors over the last year : 1.09 vs. SMVZX (-0.04). MVCAX return over 5 years is better than : 60.39 vs. SMVZX (28.79).
| 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 | 2.934 | 1.988 | 148% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 1.59B | 1,088% |
| Annual Yield % from dividends | 0.87 | 1.17 | 74% |
| Returns for 1 year | 1.09 | -0.04 | -2,953% |
| Returns for 3 years | 18.70 | 23.13 | 81% |
| Returns for 5 years | 60.39 | 28.79 | 210% |
| Returns for 10 years | 64.61 | 2.05 | 3,155% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers