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SAMVX vs VMVIX
SAMVX vs VMVIX Comparison
Open Charts SAMVX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity A
Price$12.94
Change-$0.31 (-2.34%)
VolumeN/A
Net Assets1.11B
Vanguard Mid-Cap Value Index Investor
Price$68.49
Change-$0.77 (-1.11%)
VolumeN/A
Net Assets31.8B
SAMVX vs VMVIX Comparison Chart in %
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SAMVX vs. VMVIX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. SAMVX (1.11B). VMVIX pays higher dividends than SAMVX: VMVIX (2.08) vs SAMVX (0.68). 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 : 1.67 vs. SAMVX (-0.93). VMVIX return over 5 years is better than : 54.76 vs. SAMVX (14.85).
| 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 | 10.598 | 7.641 | 139% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 31.8B | 3% |
| Annual Yield % from dividends | 0.68 | 2.08 | 33% |
| Returns for 1 year | -0.93 | 1.67 | -55% |
| Returns for 3 years | 26.65 | 26.76 | 100% |
| Returns for 5 years | 14.85 | 54.76 | 27% |
| Returns for 10 years | 7.21 | 103.20 | 7% |