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SMVTX vs VMVIX
SMVTX vs VMVIX Comparison
Open Charts SMVTX vs VMVIX
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 Investor
Price$65.44
Change+$0.22 (+0.34%)
VolumeN/A
Net Assets30.1B
SMVTX vs VMVIX Comparison Chart
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SMVTX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. SMVTX (1.73B). VMVIX pays higher dividends than SMVTX: VMVIX (2.03) vs SMVTX (1.06). SMVTX was incepted earlier than VMVIX: SMVTX (23 years) vs VMVIX (18 years). SMVTX is a more actively managed with annual turnover of: 140.00 vs. VMVIX (22.00). VMVIX has a lower initial minimum investment than SMVTX: VMVIX (3000) vs SMVTX (100000). VMVIX annual gain was more profitable for investors over the last year : 17.92 vs. SMVTX (10.04). VMVIX return over 5 years is better than : 38.27 vs. SMVTX (0.12).
| SMVTX | VMVIX | SMVTX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 4.500 | 2.748 | 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 | 2.03 | 52% |
| Returns for 1 year | 10.04 | 17.92 | 56% |
| Returns for 3 years | -2.29 | 11.63 | -20% |
| Returns for 5 years | 0.12 | 38.27 | 0% |
| Returns for 10 years | 4.60 | 93.54 | 5% |
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