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SAMVX vs VMVAX
SAMVX vs VMVAX Comparison
Open Charts SAMVX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity A
Price$12.20
Change-$0.09 (-0.73%)
VolumeN/A
Net Assets1.1B
Vanguard Mid-Cap Value Index Admiral
Price$88.08
Change-$0.33 (-0.37%)
VolumeN/A
Net Assets31.04B
SAMVX vs VMVAX Comparison Chart in %
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SAMVX vs. VMVAX commentary
Aug 17, 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: 31B vs. SAMVX (1.1B). VMVAX pays higher dividends than SAMVX: VMVAX (2.22) vs SAMVX (0.72). 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 : 7.67 vs. SAMVX (-0.39). VMVAX return over 5 years is better than : 65.15 vs. SAMVX (19.95).
| 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 | 4.274 | 5.198 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 31B | 4% |
| Annual Yield % from dividends | 0.72 | 2.22 | 33% |
| Returns for 1 year | -0.39 | 7.67 | -5% |
| Returns for 3 years | 11.11 | 17.51 | 63% |
| Returns for 5 years | 19.95 | 65.15 | 31% |
| Returns for 10 years | -1.67 | 87.87 | -2% |
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