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SMVTX vs VMVAX
SMVTX vs VMVAX Comparison
Open Charts SMVTX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity I
Price$12.23
Change-$0.06 (-0.49%)
VolumeN/A
Net Assets1.58B
Vanguard Mid-Cap Value Index Admiral
Price$86.60
Change-$0.55 (-0.63%)
VolumeN/A
Net Assets30.57B
SMVTX vs VMVAX Comparison Chart in %
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SMVTX vs. VMVAX commentary
Jul 13, 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 SMVTX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. SMVTX (1.58B). VMVAX pays higher dividends than SMVTX: VMVAX (2.26) vs SMVTX (0.95). SMVTX was incepted earlier than VMVAX: SMVTX (24 years) vs VMVAX (14 years). SMVTX (1.01) is less costly to investors than VMVAX (0.07). SMVTX is a more actively managed with annual turnover of: 141.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than SMVTX: VMVAX (3000) vs SMVTX (100000). VMVAX annual gain was more profitable for investors over the last year : 9.09 vs. SMVTX (-2.55). VMVAX return over 5 years is better than : 76.94 vs. SMVTX (27.72).
| SMVTX | VMVAX | SMVTX / VMVAX | |
| Total Expense Ratio | 1.01 | 0.07 | 1,443% |
| Annual Report Gross Expense Ratio | 1.01 | 0.07 | 1,443% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 1.917 | 3.430 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 30.6B | 5% |
| Annual Yield % from dividends | 0.95 | 2.26 | 42% |
| Returns for 1 year | -2.55 | 9.09 | -28% |
| Returns for 3 years | 23.17 | 29.14 | 79% |
| Returns for 5 years | 27.72 | 76.94 | 36% |
| Returns for 10 years | -1.65 | 85.56 | -2% |
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