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SMVZX vs VEVYX
SMVZX vs VEVYX Comparison
Open Charts SMVZX vs VEVYX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.65
Change+$0.09 (+0.72%)
VolumeN/A
Net Assets1.61B
Victory Sycamore Established Value Y
Price$47.04
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets17.73B
SMVZX vs VEVYX Comparison Chart in %
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SMVZX vs. VEVYX commentary
Jul 27, 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: 17.7B vs. SMVZX (1.61B). SMVZX pays higher dividends than VEVYX: SMVZX (1.17) vs VEVYX (1.09). 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 : 1.02 vs. VEVYX (-4.06). VEVYX return over 5 years is better than : 43.23 vs. SMVZX (28.14).
| 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 | 4.805 | 2.971 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 17.7B | 9% |
| Annual Yield % from dividends | 1.17 | 1.09 | 107% |
| Returns for 1 year | 1.02 | -4.06 | -25% |
| Returns for 3 years | 23.67 | 7.34 | 322% |
| Returns for 5 years | 28.14 | 43.23 | 65% |
| Returns for 10 years | 5.81 | 52.03 | 11% |