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SAMVX vs VMCPX
SAMVX vs VMCPX Comparison
Open Charts SAMVX vs VMCPX
Virtus Ceredex Mid-Cap Value Equity A
Price$12.77
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets1.15B
Vanguard Mid Cap Index InstitutionalPlus
Price$400.45
Change+$5.12 (+1.30%)
VolumeN/A
Net Assets198.74B
SAMVX vs VMCPX Comparison Chart in %
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SAMVX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. SAMVX (1.15B). VMCPX pays higher dividends than SAMVX: VMCPX (1.50) vs SAMVX (0.79). SAMVX was incepted earlier than VMCPX: SAMVX (22 years) vs VMCPX (15 years). SAMVX (1.29) is less costly to investors than VMCPX (0.03). SAMVX is a more actively managed with annual turnover of: 141.00 vs. VMCPX (16.00). SAMVX has a lower initial minimum investment than VMCPX: SAMVX (2500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 8.25 vs. SAMVX (6.61). VMCPX return over 5 years is better than : 38.89 vs. SAMVX (5.21).
| SAMVX | VMCPX | SAMVX / VMCPX | |
| Total Expense Ratio | 1.29 | 0.03 | 4,300% |
| Annual Report Gross Expense Ratio | 1.29 | 0.03 | 4,300% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 9.708 | 2.283 | 425% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 199B | 1% |
| Annual Yield % from dividends | 0.79 | 1.50 | 52% |
| Returns for 1 year | 6.61 | 8.25 | 80% |
| Returns for 3 years | 17.71 | 34.05 | 52% |
| Returns for 5 years | 5.21 | 38.89 | 13% |
| Returns for 10 years | 25.08 | 180.63 | 14% |
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