Ad is loading...
SMVTX vs VMVAX
SMVTX vs VMVAX Comparison
Open Charts SMVTX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity I
Price$11.84
Change-$1.37 (-10.37%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
SMVTX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMVTX vs. VMVAX 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 SMVTX is a Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. SMVTX (1.74B). VMVAX pays higher dividends than SMVTX: VMVAX (2.14) vs SMVTX (1.06). SMVTX was incepted earlier than VMVAX: SMVTX (23 years) vs VMVAX (13 years). SMVTX is a more actively managed with annual turnover of: 140.00 vs. VMVAX (22.00). VMVAX has a lower initial minimum investment than SMVTX: VMVAX (3000) vs SMVTX (100000). SMVTX annual gain was more profitable for investors over the last year : 13.52 vs. VMVAX (11.15). VMVAX return over 5 years is better than : 36.17 vs. SMVTX (7.02).
| SMVTX | VMVAX | SMVTX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 13.073 | 11.523 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 32.8B | 5% |
| Annual Yield % from dividends | 1.06 | 2.14 | 50% |
| Returns for 1 year | 13.52 | 11.15 | 121% |
| Returns for 3 years | -10.97 | 11.18 | -98% |
| Returns for 5 years | 7.02 | 36.17 | 19% |
| Returns for 10 years | 5.39 | 83.84 | 6% |
View a ticker or compare two or three
VS
VS
Ad is loading...