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SAMVX vs VMVIX
SAMVX vs VMVIX Comparison
Open Charts SAMVX vs VMVIX
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 Investor
Price$66.94
Change-$0.25 (-0.37%)
VolumeN/A
Net Assets31.04B
SAMVX vs VMVIX Comparison Chart in %
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SAMVX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. SAMVX (1.1B). VMVIX pays higher dividends than SAMVX: VMVIX (2.10) vs SAMVX (0.72). SAMVX was incepted earlier than VMVIX: SAMVX (22 years) vs VMVIX (19 years). SAMVX (1.29) is less costly to investors than VMVIX (0.19). SAMVX is a more actively managed with annual turnover of: 141.00 vs. VMVIX (19.00). SAMVX has a lower initial minimum investment than VMVIX: SAMVX (2500) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 7.67 vs. SAMVX (-0.39). VMVIX return over 5 years is better than : 65.08 vs. SAMVX (19.95).
| SAMVX | VMVIX | SAMVX / VMVIX | |
| Total Expense Ratio | 1.29 | 0.19 | 679% |
| Annual Report Gross Expense Ratio | 1.29 | 0.19 | 679% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 4.274 | 5.177 | 83% |
| 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 | 2.10 | 34% |
| Returns for 1 year | -0.39 | 7.67 | -5% |
| Returns for 3 years | 11.11 | 17.46 | 64% |
| Returns for 5 years | 19.95 | 65.08 | 31% |
| Returns for 10 years | -1.67 | 87.80 | -2% |
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