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MVCAX vs SMVZX
MVCAX vs SMVZX Comparison
Open Charts MVCAX vs SMVZX
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.27
Change+$0.10 (+0.76%)
VolumeN/A
Net Assets1.14B
MVCAX vs SMVZX Comparison Chart in %
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MVCAX vs. SMVZX 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 SMVZX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. SMVZX (1.14B). MVCAX pays higher dividends than SMVZX: MVCAX (1.20) vs SMVZX (1.12). MVCAX was incepted earlier than SMVZX: MVCAX (24 years) vs SMVZX (12 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 (24.00). 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 : 7.79 vs. MVCAX (1.90). MVCAX return over 5 years is better than : 23.95 vs. SMVZX (9.31).
| 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 | 12 years | - |
| Gain YTD | 4.789 | 9.669 | 50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 1.14B | 1,504% |
| Annual Yield % from dividends | 1.20 | 1.12 | 107% |
| Returns for 1 year | 1.90 | 7.79 | 24% |
| Returns for 3 years | 11.13 | 20.33 | 55% |
| Returns for 5 years | 23.95 | 9.31 | 257% |
| Returns for 10 years | 99.09 | 34.17 | 290% |
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