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SMVTX vs VEVYX
SMVTX vs VEVYX Comparison
Open Charts SMVTX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity I
Price$13.24
Change+$0.17 (+1.30%)
VolumeN/A
Net Assets1.14B
Victory Sycamore Established Value Y
Price$48.07
Change+$1.75 (+3.78%)
VolumeN/A
Net Assets16.2B
SMVTX vs VEVYX Comparison Chart in %
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SMVTX vs. VEVYX commentary
Feb 04, 2026
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: 16.2B vs. SMVTX (1.14B). VEVYX pays higher dividends than SMVTX: VEVYX (0.89) vs SMVTX (0.57). 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 (45.00). 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 : 7.43 vs. VEVYX (2.79). VEVYX return over 5 years is better than : 20.54 vs. SMVTX (7.85).
| 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 | 9.693 | 6.775 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 16.2B | 7% |
| Annual Yield % from dividends | 0.57 | 0.89 | 64% |
| Returns for 1 year | 7.43 | 2.79 | 266% |
| Returns for 3 years | 19.40 | 3.61 | 538% |
| Returns for 5 years | 7.85 | 20.54 | 38% |
| Returns for 10 years | 30.88 | 88.67 | 35% |
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