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SAMVX vs VIMSX
SAMVX vs VIMSX Comparison
Open Charts SAMVX vs VIMSX
Virtus Ceredex Mid-Cap Value Equity A
Price$12.77
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets1.15B
Vanguard Mid Cap Index Investor
Price$81.03
Change+$1.02 (+1.27%)
VolumeN/A
Net Assets198.74B
SAMVX vs VIMSX Comparison Chart in %
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SAMVX vs. VIMSX 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 SAMVX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. SAMVX (1.15B). VIMSX pays higher dividends than SAMVX: VIMSX (1.37) vs SAMVX (0.79). SAMVX was incepted earlier than VIMSX: SAMVX (22 years) vs VIMSX (28 years). SAMVX (1.29) is less costly to investors than VIMSX (0.17). SAMVX is a more actively managed with annual turnover of: 141.00 vs. VIMSX (16.00). SAMVX has a lower initial minimum investment than VIMSX: SAMVX (2500) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 8.23 vs. SAMVX (6.61). VIMSX return over 5 years is better than : 38.77 vs. SAMVX (5.21).
| SAMVX | VIMSX | SAMVX / VIMSX | |
| Total Expense Ratio | 1.29 | 0.17 | 759% |
| Annual Report Gross Expense Ratio | 1.29 | 0.17 | 759% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 9.708 | 2.272 | 427% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 199B | 1% |
| Annual Yield % from dividends | 0.79 | 1.37 | 58% |
| Returns for 1 year | 6.61 | 8.23 | 80% |
| Returns for 3 years | 17.71 | 33.97 | 52% |
| Returns for 5 years | 5.21 | 38.77 | 13% |
| Returns for 10 years | 25.08 | 180.15 | 14% |
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