Ad is loading...
SMVTX vs VMVAX
SMVTX vs VMVAX Comparison
Open Charts SMVTX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity I
Price$10.90
Change+$0.17 (+1.58%)
VolumeN/A
Net Assets1.41B
Vanguard Mid-Cap Value Index Admiral
Price$79.34
Change+$0.42 (+0.53%)
VolumeN/A
Net Assets29.86B
SMVTX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMVTX vs. VMVAX commentary
Apr 25, 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: 29.9B vs. SMVTX (1.41B). VMVAX pays higher dividends than SMVTX: VMVAX (2.33) vs SMVTX (1.07). SMVTX was incepted earlier than VMVAX: SMVTX (23 years) vs VMVAX (14 years). SMVTX (1.02) is less costly to investors than VMVAX (0.07). 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 : 1.69 vs. SMVTX (-12.25). VMVAX return over 5 years is better than : 75.30 vs. SMVTX (21.21).
| SMVTX | VMVAX | SMVTX / VMVAX | |
| Total Expense Ratio | 1.02 | 0.07 | 1,457% |
| Annual Report Gross Expense Ratio | 1.02 | 0.07 | 1,457% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -10.583 | -5.755 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 29.9B | 5% |
| Annual Yield % from dividends | 1.07 | 2.33 | 46% |
| Returns for 1 year | -12.25 | 1.69 | -723% |
| Returns for 3 years | -8.58 | 4.10 | -209% |
| Returns for 5 years | 21.21 | 75.30 | 28% |
| Returns for 10 years | -16.17 | 67.05 | -24% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SCHA | 22.25 | 0.33 | +1.51% |
| Schwab US Small-Cap ETF™ | |||
| DVLU | 26.83 | 0.35 | +1.34% |
| First Trust Dorsey Wright Momt & Val ETF | |||
| VSMV | 46.88 | 0.31 | +0.66% |
| VictoryShares US Mult-Fctr Mnmm Vltl ETF | |||
| SMIG | 27.45 | -0.04 | -0.15% |
| Bahl & Gaynor Sm/Md Cp Inc Gr ETF | |||
| IDOG | 31.85 | -0.12 | -0.39% |
| ALPS International Sector Div Dogs ETF | |||