SMVFX
Price
$12.02
Change
+$0.01 (+0.08%)
Updated
Oct 17 closing price
Net Assets
1.08B
VEVYX
Price
$45.94
Change
+$0.15 (+0.33%)
Updated
Oct 17 closing price
Net Assets
16.58B
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SMVFX vs VEVYX

Header iconSMVFX vs VEVYX Comparison
Open Charts SMVFX vs VEVYXBanner chart's image
Virtus Ceredex Mid-Cap Value Equity C
Price$12.02
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.08B
Victory Sycamore Established Value Y
Price$45.94
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets16.58B
SMVFX vs VEVYX Comparison Chart in %
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SMVFX vs. VEVYX commentary
Oct 19, 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 SMVFX is a Hold and VEVYX is a Hold.

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FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.6B vs. SMVFX (1.08B). VEVYX pays higher dividends than SMVFX: VEVYX (1.02) vs SMVFX (0.21). SMVFX was incepted earlier than VEVYX: SMVFX (24 years) vs VEVYX (13 years). SMVFX (2.00) is less costly to investors than VEVYX (0.66). SMVFX is a more actively managed with annual turnover of: 141.00 vs. VEVYX (34.00). SMVFX has a lower initial minimum investment than VEVYX: SMVFX (2500) vs VEVYX (1000000). SMVFX annual gain was more profitable for investors over the last year : -2.22 vs. VEVYX (-12.29). VEVYX return over 5 years is better than : 31.88 vs. SMVFX (13.73).
SMVFXVEVYXSMVFX / VEVYX
Total Expense Ratio1.760.66267%
Annual Report Gross Expense Ratio2.000.66303%
Fund Existence24 years13 years-
Gain YTD7.3210.751974%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B16.6B7%
Annual Yield % from dividends0.211.0220%
Returns for 1 year-2.22-12.2918%
Returns for 3 years30.747.07435%
Returns for 5 years13.7331.8843%
Returns for 10 years-1.4848.25-3%
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