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SMVFX vs VMVAX
SMVFX vs VMVAX Comparison
Open Charts SMVFX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity C
Price$11.05
Change-$1.25 (-10.16%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
SMVFX vs VMVAX Comparison Chart
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SMVFX vs. VMVAX commentary
Dec 19, 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 Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. SMVFX (1.74B). 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 : 15.41 vs. SMVFX (14.19). VMVAX return over 5 years is better than : 40.94 vs. SMVFX (-2.09).
| 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 | 12.986 | 14.833 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 32.8B | 5% |
| Annual Yield % from dividends | 0.31 | 2.14 | 14% |
| Returns for 1 year | 14.19 | 15.41 | 92% |
| Returns for 3 years | -13.62 | 14.48 | -94% |
| Returns for 5 years | -2.09 | 40.94 | -5% |
| Returns for 10 years | -4.28 | 89.30 | -5% |
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