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SMVTX vs VEVYX
SMVTX vs VEVYX Comparison
Open Charts SMVTX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity I
Price$12.29
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.09B
Victory Sycamore Established Value Y
Price$45.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets15.82B
SMVTX vs VEVYX Comparison Chart in %
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SMVTX vs. VEVYX commentary
Dec 28, 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 Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.8B vs. SMVTX (1.09B). VEVYX pays higher dividends than SMVTX: VEVYX (1.02) vs SMVTX (0.84). 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 : 0.90 vs. VEVYX (-1.16). VEVYX return over 5 years is better than : 20.22 vs. SMVTX (3.64).
| 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 | 2.417 | 0.028 | 8,719% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 15.8B | 7% |
| Annual Yield % from dividends | 0.84 | 1.02 | 82% |
| Returns for 1 year | 0.90 | -1.16 | -78% |
| Returns for 3 years | 16.38 | 4.96 | 330% |
| Returns for 5 years | 3.64 | 20.22 | 18% |
| Returns for 10 years | 9.17 | 65.42 | 14% |
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