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SMVZX vs VEVYX
SMVZX vs VEVYX Comparison
Open Charts SMVZX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.21
Change+$0.12 (+0.92%)
VolumeN/A
Net Assets1.08B
Victory Sycamore Established Value Y
Price$46.42
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets16.58B
SMVZX vs VEVYX Comparison Chart in %
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SMVZX vs. VEVYX commentary
Oct 21, 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 Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.6B vs. SMVZX (1.08B). SMVZX pays higher dividends than VEVYX: SMVZX (1.08) vs VEVYX (1.02). SMVZX was incepted earlier than VEVYX: SMVZX (11 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 (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 : -0.49 vs. VEVYX (-12.29). VEVYX return over 5 years is better than : 31.88 vs. SMVZX (22.14).
| 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 | 13 years | - |
| Gain YTD | 8.451 | 0.751 | 1,125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 16.6B | 7% |
| Annual Yield % from dividends | 1.08 | 1.02 | 106% |
| Returns for 1 year | -0.49 | -12.29 | 4% |
| Returns for 3 years | 35.65 | 7.07 | 504% |
| Returns for 5 years | 22.14 | 31.88 | 69% |
| Returns for 10 years | 12.94 | 48.25 | 27% |
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