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MVCAX vs SMVZX
MVCAX vs SMVZX Comparison
Open Charts MVCAX vs SMVZX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.74
Change-$0.11 (-0.86%)
VolumeN/A
Net Assets1.1B
MVCAX vs SMVZX Comparison Chart in %
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MVCAX vs. SMVZX commentary
Sep 10, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. SMVZX (1.1B). SMVZX pays higher dividends than MVCAX: SMVZX (1.10) vs MVCAX (0.84). 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 : 4.26 vs. MVCAX (-1.36). MVCAX return over 5 years is better than : 52.66 vs. SMVZX (26.64).
| 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 | 5.346 | 6.462 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 1.1B | 1,574% |
| Annual Yield % from dividends | 0.84 | 1.10 | 76% |
| Returns for 1 year | -1.36 | 4.26 | -32% |
| Returns for 3 years | 13.12 | 19.86 | 66% |
| Returns for 5 years | 52.66 | 26.64 | 198% |
| Returns for 10 years | 76.55 | 15.68 | 488% |
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