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SMVFX vs VMVAX
SMVFX vs VMVAX Comparison
Open Charts SMVFX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity C
Price$11.55
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$82.82
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SMVFX vs VMVAX Comparison Chart
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SMVFX vs. VMVAX commentary
Sep 16, 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 Buy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. SMVFX (1.8B). 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 : 19.90 vs. SMVFX (15.20). VMVAX return over 5 years is better than : 45.90 vs. SMVFX (-0.96).
| 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 | 7.649 | 13.425 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 30.5B | 6% |
| Annual Yield % from dividends | 0.31 | 2.14 | 14% |
| Returns for 1 year | 15.20 | 19.90 | 76% |
| Returns for 3 years | -14.83 | 16.33 | -91% |
| Returns for 5 years | -0.96 | 45.90 | -2% |
| Returns for 10 years | -15.72 | 95.14 | -17% |
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