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SMVFX vs VMVIX
SMVFX vs VMVIX Comparison
Open Charts SMVFX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity C
Price$11.05
Change-$1.25 (-10.16%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$63.51
Change-$1.88 (-2.88%)
VolumeN/A
CapitalizationN/A
SMVFX vs VMVIX Comparison Chart
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SMVFX vs. VMVIX commentary
Dec 19, 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 Hold and VMVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. SMVFX (1.74B). 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 : 15.40 vs. SMVFX (14.19). VMVIX return over 5 years is better than : 40.88 vs. SMVFX (-2.09).
| 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 | 12.986 | 14.787 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 32.8B | 5% |
| Annual Yield % from dividends | 0.31 | 2.03 | 15% |
| Returns for 1 year | 14.19 | 15.40 | 92% |
| Returns for 3 years | -13.62 | 14.45 | -94% |
| Returns for 5 years | -2.09 | 40.88 | -5% |
| Returns for 10 years | -4.28 | 89.09 | -5% |
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