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MVCAX vs SMVZX
MVCAX vs SMVZX Comparison
Open Charts MVCAX vs SMVZX
Virtus Ceredex Mid-Cap Value Equity R6
Price$11.93
Change-$0.17 (-1.40%)
VolumeN/A
Net Assets1.51B
MVCAX vs SMVZX Comparison Chart
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MVCAX vs. SMVZX commentary
Jun 16, 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: 16.6B vs. SMVZX (1.51B). SMVZX pays higher dividends than MVCAX: SMVZX (1.27) vs MVCAX (0.89). 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 (-4.38) and MVCAX (-4.53) have marching annual gain over last year. MVCAX return over 5 years is better than : 51.98 vs. SMVZX (23.76).
| 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 | -2.086 | -1.160 | 180% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 1.51B | 1,099% |
| Annual Yield % from dividends | 0.89 | 1.27 | 70% |
| Returns for 1 year | -4.53 | -4.38 | 103% |
| Returns for 3 years | 13.00 | 15.29 | 85% |
| Returns for 5 years | 51.98 | 23.76 | 219% |
| Returns for 10 years | 53.51 | -4.56 | -1,173% |
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