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SMVTX vs VMVAX
SMVTX vs VMVAX Comparison
Open Charts SMVTX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity I
Price$12.25
Change-$0.30 (-2.39%)
VolumeN/A
Net Assets1.65B
Vanguard Mid-Cap Value Index Admiral
Price$85.40
Change-$0.97 (-1.12%)
VolumeN/A
Net Assets30.89B
SMVTX vs VMVAX Comparison Chart
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SMVTX vs. VMVAX commentary
Feb 23, 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: 30.9B vs. SMVTX (1.66B). 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 : 12.44 vs. SMVTX (2.00). VMVAX return over 5 years is better than : 38.46 vs. SMVTX (-0.98).
| 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 | 2.083 | 1.921 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 30.9B | 5% |
| Annual Yield % from dividends | 1.06 | 2.14 | 50% |
| Returns for 1 year | 2.00 | 12.44 | 16% |
| Returns for 3 years | 2.67 | 15.34 | 17% |
| Returns for 5 years | -0.98 | 38.46 | -3% |
| Returns for 10 years | -4.09 | 81.26 | -5% |
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