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SMVZX vs VEVYX
SMVZX vs VEVYX Comparison
Open Charts SMVZX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.31
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets1.59B
Victory Sycamore Established Value Y
Price$46.65
Change+$0.25 (+0.54%)
VolumeN/A
Net Assets17.76B
SMVZX vs VEVYX Comparison Chart in %
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SMVZX vs. VEVYX commentary
Jul 07, 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: 17.8B vs. SMVZX (1.59B). SMVZX pays higher dividends than VEVYX: SMVZX (1.17) vs VEVYX (1.09). 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 : -0.04 vs. VEVYX (-1.65). VEVYX return over 5 years is better than : 48.38 vs. SMVZX (28.79).
| 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 | 1.988 | 2.118 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 17.8B | 9% |
| Annual Yield % from dividends | 1.17 | 1.09 | 107% |
| Returns for 1 year | -0.04 | -1.65 | 2% |
| Returns for 3 years | 23.13 | 9.30 | 249% |
| Returns for 5 years | 28.79 | 48.38 | 60% |
| Returns for 10 years | 2.05 | 50.51 | 4% |
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