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SMVFX vs VMVIX
SMVFX vs VMVIX Comparison
Open Charts SMVFX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity C
Price$11.65
Change+$0.09 (+0.78%)
VolumeN/A
Net Assets1.6B
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
SMVFX vs VMVIX Comparison Chart in %
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SMVFX vs. VMVIX commentary
Jul 26, 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. SMVFX (1.6B). VMVIX pays higher dividends than SMVFX: VMVIX (2.14) vs SMVFX (0.22). 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 : 9.03 vs. SMVFX (-1.48). VMVIX return over 5 years is better than : 70.61 vs. SMVFX (18.47).
| 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 | 3.214 | 4.831 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 30.6B | 5% |
| Annual Yield % from dividends | 0.22 | 2.14 | 10% |
| Returns for 1 year | -1.48 | 9.03 | -16% |
| Returns for 3 years | 18.44 | 27.30 | 68% |
| Returns for 5 years | 18.47 | 70.61 | 26% |
| Returns for 10 years | -8.33 | 91.78 | -9% |
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