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SAMVX vs VMVIX
SAMVX vs VMVIX Comparison
Open Charts SAMVX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity A
Price$11.89
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets1.59B
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
SAMVX vs VMVIX Comparison Chart in %
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SAMVX vs. VMVIX commentary
Jul 06, 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: 29.9B vs. SAMVX (1.59B). VMVIX pays higher dividends than SAMVX: VMVIX (2.14) vs SAMVX (0.75). 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 : 12.13 vs. SAMVX (-0.83). VMVIX return over 5 years is better than : 76.99 vs. SAMVX (24.49).
| 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 | 1.624 | 3.574 | 45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 29.9B | 5% |
| Annual Yield % from dividends | 0.75 | 2.14 | 35% |
| Returns for 1 year | -0.83 | 12.13 | -7% |
| Returns for 3 years | 21.00 | 28.47 | 74% |
| Returns for 5 years | 24.49 | 76.99 | 32% |
| Returns for 10 years | -4.60 | 88.04 | -5% |
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