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SMVTX vs VMVIX
SMVTX vs VMVIX Comparison
Open Charts SMVTX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity I
Price$12.23
Change-$0.06 (-0.49%)
VolumeN/A
Net Assets1.58B
Vanguard Mid-Cap Value Index Investor
Price$65.82
Change-$0.43 (-0.65%)
VolumeN/A
Net Assets30.57B
SMVTX vs VMVIX Comparison Chart in %
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SMVTX vs. VMVIX commentary
Jul 13, 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. SMVTX (1.58B). VMVIX pays higher dividends than SMVTX: VMVIX (2.14) vs SMVTX (0.95). 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 : 9.07 vs. SMVTX (-2.55). VMVIX return over 5 years is better than : 76.86 vs. SMVTX (27.72).
| 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 | 1.917 | 3.417 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 30.6B | 5% |
| Annual Yield % from dividends | 0.95 | 2.14 | 45% |
| Returns for 1 year | -2.55 | 9.07 | -28% |
| Returns for 3 years | 23.17 | 29.10 | 80% |
| Returns for 5 years | 27.72 | 76.86 | 36% |
| Returns for 10 years | -1.65 | 85.52 | -2% |
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