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SMVTX vs VEVYX
SMVTX vs VEVYX Comparison
Open Charts SMVTX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity I
Price$12.99
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
SMVTX vs VEVYX Comparison Chart in %
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SMVTX 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 SMVTX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.6B vs. SMVTX (1.08B). VEVYX pays higher dividends than SMVTX: VEVYX (1.02) vs SMVTX (0.88). SMVTX was incepted earlier than VEVYX: SMVTX (24 years) vs VEVYX (13 years). SMVTX (1.01) is less costly to investors than VEVYX (0.66). SMVTX is a more actively managed with annual turnover of: 141.00 vs. VEVYX (34.00). SMVTX has a lower initial minimum investment than VEVYX: SMVTX (100000) vs VEVYX (1000000). SMVTX annual gain was more profitable for investors over the last year : -0.80 vs. VEVYX (-12.29). VEVYX return over 5 years is better than : 31.88 vs. SMVTX (20.66).
| SMVTX | VEVYX | SMVTX / VEVYX | |
| Total Expense Ratio | 1.01 | 0.66 | 153% |
| Annual Report Gross Expense Ratio | 1.01 | 0.66 | 153% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 8.250 | 0.751 | 1,098% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 16.6B | 7% |
| Annual Yield % from dividends | 0.88 | 1.02 | 86% |
| Returns for 1 year | -0.80 | -12.29 | 7% |
| Returns for 3 years | 34.51 | 7.07 | 488% |
| Returns for 5 years | 20.66 | 31.88 | 65% |
| Returns for 10 years | 10.03 | 48.25 | 21% |
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