Interact to see
Advertisement
Advertisement
SMVTX vs VEVYX
SMVTX vs VEVYX Comparison
Open Charts SMVTX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity I
Price$13.33
Change-$0.31 (-2.27%)
VolumeN/A
Net Assets1.11B
Victory Sycamore Established Value Y
Price$45.92
Change-$0.46 (-0.99%)
VolumeN/A
Net Assets16.42B
SMVTX vs VEVYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMVTX vs. VEVYX 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 SMVTX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.4B vs. SMVTX (1.11B). VEVYX pays higher dividends than SMVTX: VEVYX (1.05) vs SMVTX (0.86). 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 : 1.85 vs. VEVYX (-12.13). VEVYX return over 5 years is better than : 23.29 vs. SMVTX (20.07).
| 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 | 13.667 | 1.716 | 796% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 16.4B | 7% |
| Annual Yield % from dividends | 0.86 | 1.05 | 81% |
| Returns for 1 year | 1.85 | -12.13 | -15% |
| Returns for 3 years | 28.80 | -0.47 | -6,082% |
| Returns for 5 years | 20.07 | 23.29 | 86% |
| Returns for 10 years | 16.44 | 51.15 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement