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SMVTX vs VMVAX
SMVTX vs VMVAX Comparison
Open Charts SMVTX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity I
Price$12.80
Change+$0.10 (+0.79%)
VolumeN/A
Net Assets1.1B
Vanguard Mid-Cap Value Index Admiral
Price$89.49
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets32.03B
SMVTX vs VMVAX Comparison Chart in %
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SMVTX vs. VMVAX commentary
Sep 06, 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: 32B vs. SMVTX (1.1B). VMVAX pays higher dividends than SMVTX: VMVAX (2.15) vs SMVTX (0.89). 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 : 7.09 vs. SMVTX (2.56). VMVAX return over 5 years is better than : 67.53 vs. SMVTX (24.79).
| 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 | 6.667 | 6.774 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 32B | 3% |
| Annual Yield % from dividends | 0.89 | 2.15 | 42% |
| Returns for 1 year | 2.56 | 7.09 | 36% |
| Returns for 3 years | 24.40 | 29.13 | 84% |
| Returns for 5 years | 24.79 | 67.53 | 37% |
| Returns for 10 years | 11.79 | 101.69 | 12% |
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