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SMVFX vs VMVAX
SMVFX vs VMVAX Comparison
Open Charts SMVFX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity C
Price$12.38
Change-$0.12 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$87.94
Change-$0.20 (-0.23%)
VolumeN/A
CapitalizationN/A
SMVFX vs VMVAX Comparison Chart
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SMVFX vs. VMVAX commentary
Nov 18, 2024
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 SMVFX is a StrongSell and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. SMVFX (1.79B). VMVAX pays higher dividends than SMVFX: VMVAX (2.14) vs SMVFX (0.31). SMVFX was incepted earlier than VMVAX: SMVFX (23 years) vs VMVAX (13 years). SMVFX is a more actively managed with annual turnover of: 140.00 vs. VMVAX (22.00). SMVFX has a lower initial minimum investment than VMVAX: SMVFX (2500) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 27.09 vs. SMVFX (21.49). VMVAX return over 5 years is better than : 47.45 vs. SMVFX (-0.33).
| SMVFX | VMVAX | SMVFX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 11.991 | 17.355 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 30.9B | 6% |
| Annual Yield % from dividends | 0.31 | 2.14 | 14% |
| Returns for 1 year | 21.49 | 27.09 | 79% |
| Returns for 3 years | -16.67 | 13.54 | -123% |
| Returns for 5 years | -0.33 | 47.45 | -1% |
| Returns for 10 years | -13.10 | 96.84 | -14% |
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