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SAMVX vs VMVIX
SAMVX vs VMVIX Comparison
Open Charts SAMVX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity A
Price$12.40
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets1.1B
Vanguard Mid-Cap Value Index Investor
Price$67.94
Change+$0.49 (+0.73%)
VolumeN/A
Net Assets32.03B
SAMVX vs VMVIX Comparison Chart in %
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SAMVX vs. VMVIX commentary
Sep 08, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32B vs. SAMVX (1.1B). VMVIX pays higher dividends than SAMVX: VMVIX (2.04) vs SAMVX (0.71). 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 : 7.20 vs. SAMVX (1.74). VMVIX return over 5 years is better than : 67.63 vs. SAMVX (21.80).
| 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 | 5.983 | 6.858 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 32B | 3% |
| Annual Yield % from dividends | 0.71 | 2.04 | 35% |
| Returns for 1 year | 1.74 | 7.20 | 24% |
| Returns for 3 years | 22.65 | 29.22 | 78% |
| Returns for 5 years | 21.80 | 67.63 | 32% |
| Returns for 10 years | 6.95 | 101.86 | 7% |
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