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SAMVX vs VMVAX
SAMVX vs VMVAX Comparison
Open Charts SAMVX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity A
Price$11.85
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets1.09B
Vanguard Mid-Cap Value Index Admiral
Price$92.89
Change+$0.33 (+0.36%)
VolumeN/A
Net Assets32.63B
SAMVX vs VMVAX Comparison Chart in %
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SAMVX vs. VMVAX commentary
Dec 27, 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 SAMVX is a Hold and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.6B vs. SAMVX (1.09B). VMVAX pays higher dividends than SAMVX: VMVAX (2.14) vs SAMVX (0.66). SAMVX was incepted earlier than VMVAX: SAMVX (22 years) vs VMVAX (14 years). SAMVX (1.29) is less costly to investors than VMVAX (0.07). SAMVX is a more actively managed with annual turnover of: 141.00 vs. VMVAX (19.00). SAMVX has a lower initial minimum investment than VMVAX: SAMVX (2500) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 9.73 vs. SAMVX (0.08). VMVAX return over 5 years is better than : 53.90 vs. SAMVX (0.83).
| SAMVX | VMVAX | SAMVX / VMVAX | |
| Total Expense Ratio | 1.29 | 0.07 | 1,843% |
| Annual Report Gross Expense Ratio | 1.29 | 0.07 | 1,843% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 1.282 | 10.975 | 12% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 32.6B | 3% |
| Annual Yield % from dividends | 0.66 | 2.14 | 31% |
| Returns for 1 year | 0.08 | 9.73 | 1% |
| Returns for 3 years | 14.70 | 33.24 | 44% |
| Returns for 5 years | 0.83 | 53.90 | 2% |
| Returns for 10 years | 4.65 | 110.28 | 4% |
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