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SMVFX vs VMVAX
SMVFX vs VMVAX Comparison
Open Charts SMVFX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity C
Price$11.82
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets1.1B
Vanguard Mid-Cap Value Index Admiral
Price$89.49
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets32.03B
SMVFX vs VMVAX Comparison Chart in %
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SMVFX vs. VMVAX commentary
Sep 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 SMVFX is a Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32B vs. SMVFX (1.1B). VMVAX pays higher dividends than SMVFX: VMVAX (2.15) vs SMVFX (0.21). SMVFX was incepted earlier than VMVAX: SMVFX (24 years) vs VMVAX (14 years). SMVFX (2.00) is less costly to investors than VMVAX (0.07). SMVFX is a more actively managed with annual turnover of: 141.00 vs. VMVAX (19.00). 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 : 7.20 vs. SMVFX (0.82). VMVAX return over 5 years is better than : 67.70 vs. SMVFX (17.33).
| SMVFX | VMVAX | SMVFX / VMVAX | |
| Total Expense Ratio | 1.76 | 0.07 | 2,514% |
| Annual Report Gross Expense Ratio | 2.00 | 0.07 | 2,857% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 5.536 | 6.882 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 32B | 3% |
| Annual Yield % from dividends | 0.21 | 2.15 | 10% |
| Returns for 1 year | 0.82 | 7.20 | 11% |
| Returns for 3 years | 20.49 | 29.26 | 70% |
| Returns for 5 years | 17.33 | 67.70 | 26% |
| Returns for 10 years | -0.17 | 101.90 | -0% |
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