SMVTX
Price
$11.84
Change
-$1.37 (-10.37%)
Updated
Dec 18 closing price
VMVAX
Price
$83.57
Change
-$2.48 (-2.88%)
Updated
Dec 18 closing price
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SMVTX vs VMVAX

Header iconSMVTX vs VMVAX Comparison
Open Charts SMVTX vs VMVAXBanner chart's image
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
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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).
SMVTXVMVAXSMVTX / VMVAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years13 years-
Gain YTD13.07311.523113%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets1.74B32.8B5%
Annual Yield % from dividends1.062.1450%
Returns for 1 year13.5211.15121%
Returns for 3 years-10.9711.18-98%
Returns for 5 years7.0236.1719%
Returns for 10 years5.3983.846%
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