Interact to see
Advertisement
Advertisement
SMVZX vs VEVYX
SMVZX vs VEVYX Comparison
Open Charts SMVZX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity R6
Price$11.93
Change-$0.17 (-1.40%)
VolumeN/A
Net Assets1.51B
Victory Sycamore Established Value Y
Price$44.71
Change-$0.54 (-1.19%)
VolumeN/A
Net Assets17.12B
SMVZX vs VEVYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMVZX vs. VEVYX commentary
Jun 16, 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 SMVZX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. SMVZX (1.51B). SMVZX pays higher dividends than VEVYX: SMVZX (1.27) vs VEVYX (1.12). SMVZX was incepted earlier than VEVYX: SMVZX (11 years) vs VEVYX (12 years). SMVZX (0.88) is less costly to investors than VEVYX (0.66). SMVZX is a more actively managed with annual turnover of: 141.00 vs. VEVYX (34.00). VEVYX has a lower initial minimum investment than SMVZX: VEVYX (1000000) vs SMVZX (2500000). SMVZX annual gain was more profitable for investors over the last year : -4.38 vs. VEVYX (-6.53). VEVYX return over 5 years is better than : 40.61 vs. SMVZX (23.76).
| SMVZX | VEVYX | SMVZX / VEVYX | |
| Total Expense Ratio | 0.79 | 0.66 | 120% |
| Annual Report Gross Expense Ratio | 0.88 | 0.66 | 133% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | -1.160 | -2.497 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 17.1B | 9% |
| Annual Yield % from dividends | 1.27 | 1.12 | 113% |
| Returns for 1 year | -4.38 | -6.53 | 67% |
| Returns for 3 years | 15.29 | 4.61 | 332% |
| Returns for 5 years | 23.76 | 40.61 | 59% |
| Returns for 10 years | -4.56 | 42.12 | -11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement