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SMVTX vs VMVIX
SMVTX vs VMVIX Comparison
Open Charts SMVTX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity I
Price$13.12
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.06B
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change-$0.40 (-0.59%)
VolumeN/A
Net Assets31.8B
SMVTX vs VMVIX Comparison Chart in %
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SMVTX vs. VMVIX commentary
Nov 21, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. SMVTX (1.06B). VMVIX pays higher dividends than SMVTX: VMVIX (2.08) vs SMVTX (0.86). SMVTX was incepted earlier than VMVIX: SMVTX (24 years) vs VMVIX (19 years). SMVTX (1.01) is less costly to investors than VMVIX (0.19). SMVTX is a more actively managed with annual turnover of: 141.00 vs. VMVIX (19.00). 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 : 1.00 vs. SMVTX (-0.78). VMVIX return over 5 years is better than : 51.95 vs. SMVTX (15.60).
| SMVTX | VMVIX | SMVTX / VMVIX | |
| Total Expense Ratio | 1.01 | 0.19 | 532% |
| Annual Report Gross Expense Ratio | 1.01 | 0.19 | 532% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 9.250 | 6.180 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 31.8B | 3% |
| Annual Yield % from dividends | 0.86 | 2.08 | 41% |
| Returns for 1 year | -0.78 | 1.00 | -79% |
| Returns for 3 years | 24.48 | 24.67 | 99% |
| Returns for 5 years | 15.60 | 51.95 | 30% |
| Returns for 10 years | 8.95 | 97.56 | 9% |
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