Ad is loading...
Ad is loading...
SMVFX vs VMVIX
SMVFX vs VMVIX Comparison
Open Charts SMVFX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity C
Price$12.38
Change-$0.12 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$66.83
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
SMVFX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMVFX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. SMVFX (1.79B). VMVIX pays higher dividends than SMVFX: VMVIX (2.03) vs SMVFX (0.31). SMVFX was incepted earlier than VMVIX: SMVFX (23 years) vs VMVIX (18 years). SMVFX is a more actively managed with annual turnover of: 140.00 vs. VMVIX (22.00). 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 : 27.06 vs. SMVFX (21.49). VMVIX return over 5 years is better than : 47.37 vs. SMVFX (-0.33).
| SMVFX | VMVIX | SMVFX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 11.991 | 17.315 | 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 | 2.03 | 15% |
| Returns for 1 year | 21.49 | 27.06 | 79% |
| Returns for 3 years | -16.67 | 13.52 | -123% |
| Returns for 5 years | -0.33 | 47.37 | -1% |
| Returns for 10 years | -13.10 | 96.63 | -14% |
View a ticker or compare two or three
VS
VS
Ad is loading...