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SMVZX vs VEVYX
SMVZX vs VEVYX Comparison
Open Charts SMVZX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.27
Change+$0.10 (+0.76%)
VolumeN/A
Net Assets1.14B
Victory Sycamore Established Value Y
Price$48.07
Change+$1.75 (+3.78%)
VolumeN/A
Net Assets16.2B
SMVZX vs VEVYX Comparison Chart in %
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SMVZX 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 SMVZX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.2B vs. SMVZX (1.14B). SMVZX pays higher dividends than VEVYX: SMVZX (1.12) vs VEVYX (0.89). SMVZX was incepted earlier than VEVYX: SMVZX (12 years) vs VEVYX (13 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 (45.00). 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 : 7.79 vs. VEVYX (2.79). VEVYX return over 5 years is better than : 20.54 vs. SMVZX (9.31).
| SMVZX | VEVYX | SMVZX / VEVYX | |
| Total Expense Ratio | 0.79 | 0.66 | 120% |
| Annual Report Gross Expense Ratio | 0.88 | 0.66 | 133% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 9.669 | 6.775 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 16.2B | 7% |
| Annual Yield % from dividends | 1.12 | 0.89 | 126% |
| Returns for 1 year | 7.79 | 2.79 | 279% |
| Returns for 3 years | 20.33 | 3.61 | 564% |
| Returns for 5 years | 9.31 | 20.54 | 45% |
| Returns for 10 years | 34.17 | 88.67 | 39% |
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