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SMVTX vs VMVAX
SMVTX vs VMVAX Comparison
Open Charts SMVTX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity I
Price$12.54
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets1.73B
Vanguard Mid-Cap Value Index Admiral
Price$86.09
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets30.1B
SMVTX vs VMVAX Comparison Chart
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SMVTX vs. VMVAX commentary
Jan 19, 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: 30.1B vs. SMVTX (1.73B). 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). VMVAX annual gain was more profitable for investors over the last year : 17.93 vs. SMVTX (10.04). VMVAX return over 5 years is better than : 38.32 vs. SMVTX (0.12).
| 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 | 4.500 | 2.745 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 30.1B | 6% |
| Annual Yield % from dividends | 1.06 | 2.14 | 50% |
| Returns for 1 year | 10.04 | 17.93 | 56% |
| Returns for 3 years | -2.29 | 11.64 | -20% |
| Returns for 5 years | 0.12 | 38.32 | 0% |
| Returns for 10 years | 4.60 | 93.65 | 5% |
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