Interact to see
Advertisement
Advertisement
SAMVX vs VMVAX
SAMVX vs VMVAX Comparison
Open Charts SAMVX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity A
Price$12.22
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets1.61B
Vanguard Mid-Cap Value Index Admiral
Price$88.36
Change+$0.58 (+0.66%)
VolumeN/A
Net Assets30.57B
SAMVX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SAMVX vs. VMVAX commentary
Jul 28, 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: 30.6B vs. SAMVX (1.61B). 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 : 9.76 vs. SAMVX (0.26). VMVAX return over 5 years is better than : 71.82 vs. SAMVX (24.05).
| 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 | 4.444 | 5.532 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 30.6B | 5% |
| Annual Yield % from dividends | 0.75 | 2.26 | 33% |
| Returns for 1 year | 0.26 | 9.76 | 3% |
| Returns for 3 years | 21.58 | 28.18 | 77% |
| Returns for 5 years | 24.05 | 71.82 | 33% |
| Returns for 10 years | -0.98 | 93.07 | -1% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement