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SMVTX vs VMVIX
SMVTX vs VMVIX Comparison
Open Charts SMVTX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity I
Price$11.85
Change-$0.17 (-1.41%)
VolumeN/A
Net Assets1.51B
Vanguard Mid-Cap Value Index Investor
Price$63.62
Change-$0.75 (-1.17%)
VolumeN/A
Net Assets29.95B
SMVTX vs VMVIX Comparison Chart
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SMVTX vs. VMVIX commentary
Jun 15, 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: 29.9B vs. SMVTX (1.51B). VMVIX pays higher dividends than SMVTX: VMVIX (2.19) vs SMVTX (1.04). 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 : 7.21 vs. SMVTX (-3.26). VMVIX return over 5 years is better than : 69.17 vs. SMVTX (23.97).
| 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 | 0.167 | -0.052 | -320% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 29.9B | 5% |
| Annual Yield % from dividends | 1.04 | 2.19 | 47% |
| Returns for 1 year | -3.26 | 7.21 | -45% |
| Returns for 3 years | 16.02 | 24.97 | 64% |
| Returns for 5 years | 23.97 | 69.17 | 35% |
| Returns for 10 years | -5.69 | 78.71 | -7% |
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