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SAMVX vs VMVAX
SAMVX vs VMVAX Comparison
Open Charts SAMVX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity A
Price$11.89
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets1.59B
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
SAMVX vs VMVAX Comparison Chart in %
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SAMVX vs. VMVAX commentary
Jul 06, 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. SAMVX (1.59B). VMVAX pays higher dividends than SAMVX: VMVAX (2.26) vs SAMVX (0.75). 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 : 12.14 vs. SAMVX (-0.83). VMVAX return over 5 years is better than : 77.08 vs. SAMVX (24.49).
| 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 | 1.624 | 3.573 | 45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 29.9B | 5% |
| Annual Yield % from dividends | 0.75 | 2.26 | 33% |
| Returns for 1 year | -0.83 | 12.14 | -7% |
| Returns for 3 years | 21.00 | 28.52 | 74% |
| Returns for 5 years | 24.49 | 77.08 | 32% |
| Returns for 10 years | -4.60 | 88.11 | -5% |
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