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SMVTX vs VMVAX
SMVTX vs VMVAX Comparison
Open Charts SMVTX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity I
Price$12.56
Change-$0.08 (-0.63%)
VolumeN/A
Net Assets1.1B
Vanguard Mid-Cap Value Index Admiral
Price$88.08
Change-$0.33 (-0.37%)
VolumeN/A
Net Assets31.04B
SMVTX vs VMVAX Comparison Chart in %
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SMVTX vs. VMVAX commentary
Aug 16, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. SMVTX (1.1B). VMVAX pays higher dividends than SMVTX: VMVAX (2.22) vs SMVTX (0.91). 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 : 8.08 vs. SMVTX (0.88). VMVAX return over 5 years is better than : 65.77 vs. SMVTX (23.35).
| 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 | 5.333 | 5.592 | 95% |
| 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 | 31B | 4% |
| Annual Yield % from dividends | 0.91 | 2.22 | 41% |
| Returns for 1 year | 0.88 | 8.08 | 11% |
| Returns for 3 years | 13.03 | 17.95 | 73% |
| Returns for 5 years | 23.35 | 65.77 | 36% |
| Returns for 10 years | 3.24 | 88.57 | 4% |
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