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SMVFX vs VMVIX
SMVFX vs VMVIX Comparison
Open Charts SMVFX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity C
Price$11.55
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$62.94
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SMVFX vs VMVIX Comparison Chart
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SMVFX vs. VMVIX 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 VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.5B vs. SMVFX (1.8B). 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 : 19.87 vs. SMVFX (15.20). VMVIX return over 5 years is better than : 45.82 vs. SMVFX (-0.96).
| 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 | 7.649 | 13.392 | 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 | 2.03 | 15% |
| Returns for 1 year | 15.20 | 19.87 | 76% |
| Returns for 3 years | -14.83 | 16.29 | -91% |
| Returns for 5 years | -0.96 | 45.82 | -2% |
| Returns for 10 years | -15.72 | 94.88 | -17% |
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