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SAMVX vs VMVAX
SAMVX vs VMVAX Comparison
Open Charts SAMVX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity A
Price$12.62
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.08B
Vanguard Mid-Cap Value Index Admiral
Price$89.01
Change+$0.26 (+0.29%)
VolumeN/A
Net Assets32.47B
SAMVX vs VMVAX Comparison Chart in %
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SAMVX vs. VMVAX commentary
Oct 19, 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: 32.5B vs. SAMVX (1.08B). VMVAX pays higher dividends than SAMVX: VMVAX (2.17) vs SAMVX (0.69). 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 : 1.20 vs. SAMVX (-1.35). VMVAX return over 5 years is better than : 63.10 vs. SAMVX (18.11).
| 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 | 7.863 | 6.339 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 32.5B | 3% |
| Annual Yield % from dividends | 0.69 | 2.17 | 32% |
| Returns for 1 year | -1.35 | 1.20 | -113% |
| Returns for 3 years | 33.20 | 36.10 | 92% |
| Returns for 5 years | 18.11 | 63.10 | 29% |
| Returns for 10 years | 5.53 | 99.51 | 6% |
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