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SMVFX vs VMVIX
SMVFX vs VMVIX Comparison
Open Charts SMVFX vs VMVIX
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 Investor
Price$67.94
Change+$0.49 (+0.73%)
VolumeN/A
Net Assets32.03B
SMVFX vs VMVIX Comparison Chart in %
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SMVFX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32B vs. SMVFX (1.1B). VMVIX pays higher dividends than SMVFX: VMVIX (2.04) vs SMVFX (0.21). SMVFX was incepted earlier than VMVIX: SMVFX (24 years) vs VMVIX (19 years). SMVFX (2.00) is less costly to investors than VMVIX (0.19). SMVFX is a more actively managed with annual turnover of: 141.00 vs. VMVIX (19.00). SMVFX has a lower initial minimum investment than VMVIX: SMVFX (2500) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 7.09 vs. SMVFX (0.82). VMVIX return over 5 years is better than : 67.46 vs. SMVFX (17.33).
| SMVFX | VMVIX | SMVFX / VMVIX | |
| Total Expense Ratio | 1.76 | 0.19 | 926% |
| Annual Report Gross Expense Ratio | 2.00 | 0.19 | 1,053% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 5.536 | 6.748 | 82% |
| 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 | 2.04 | 10% |
| Returns for 1 year | 0.82 | 7.09 | 12% |
| Returns for 3 years | 20.49 | 29.09 | 70% |
| Returns for 5 years | 17.33 | 67.46 | 26% |
| Returns for 10 years | -0.17 | 101.66 | -0% |
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