Interact to see
Advertisement
Advertisement
SMVTX vs VMVAX
SMVTX vs VMVAX Comparison
Open Charts SMVTX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity I
Price$11.70
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets1.55B
Vanguard Mid-Cap Value Index Admiral
Price$82.74
Change-$0.35 (-0.42%)
VolumeN/A
Net Assets29.07B
SMVTX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMVTX vs. VMVAX commentary
May 23, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. SMVTX (1.55B). VMVAX pays higher dividends than SMVTX: VMVAX (2.40) vs SMVTX (1.09). SMVTX was incepted earlier than VMVAX: SMVTX (23 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 : 5.62 vs. SMVTX (-5.89). VMVAX return over 5 years is better than : 81.66 vs. SMVTX (30.42).
| 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 | 23 years | 14 years | - |
| Gain YTD | 0.167 | 1.267 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 29.1B | 5% |
| Annual Yield % from dividends | 1.09 | 2.40 | 45% |
| Returns for 1 year | -5.89 | 5.62 | -105% |
| Returns for 3 years | 10.14 | 19.89 | 51% |
| Returns for 5 years | 30.42 | 81.66 | 37% |
| Returns for 10 years | -6.22 | 78.27 | -8% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement