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SAMVX vs VMVAX
SAMVX vs VMVAX Comparison
Open Charts SAMVX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity A
Price$12.94
Change-$0.31 (-2.34%)
VolumeN/A
Net Assets1.11B
Vanguard Mid-Cap Value Index Admiral
Price$90.11
Change-$1.02 (-1.12%)
VolumeN/A
Net Assets31.8B
SAMVX vs VMVAX Comparison Chart in %
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SAMVX vs. VMVAX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. SAMVX (1.11B). VMVAX pays higher dividends than SAMVX: VMVAX (2.20) vs SAMVX (0.68). 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 : 2.82 vs. SAMVX (1.37). VMVAX return over 5 years is better than : 56.57 vs. SAMVX (17.60).
| 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 | 13.248 | 8.872 | 149% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 31.8B | 3% |
| Annual Yield % from dividends | 0.68 | 2.20 | 31% |
| Returns for 1 year | 1.37 | 2.82 | 49% |
| Returns for 3 years | 27.49 | 26.82 | 102% |
| Returns for 5 years | 17.60 | 56.57 | 31% |
| Returns for 10 years | 11.68 | 108.57 | 11% |
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