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SMVTX vs VMVIX
SMVTX vs VMVIX Comparison
Open Charts SMVTX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity I
Price$10.79
Change-$0.83 (-7.14%)
VolumeN/A
Net Assets1.53B
Vanguard Mid-Cap Value Index Investor
Price$60.96
Change-$2.85 (-4.47%)
VolumeN/A
Net Assets30.85B
SMVTX vs VMVIX Comparison Chart
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SMVTX vs. VMVIX commentary
Apr 04, 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: 30.8B vs. SMVTX (1.54B). VMVIX pays higher dividends than SMVTX: VMVIX (2.20) vs SMVTX (1.07). SMVTX was incepted earlier than VMVIX: SMVTX (23 years) vs VMVIX (19 years). SMVTX (1.02) is less costly to investors than VMVIX (0.19). 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 : 5.62 vs. SMVTX (-7.59). VMVIX return over 5 years is better than : 116.35 vs. SMVTX (52.60).
| SMVTX | VMVIX | SMVTX / VMVIX | |
| Total Expense Ratio | 1.02 | 0.19 | 537% |
| Annual Report Gross Expense Ratio | 1.02 | 0.19 | 537% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -3.167 | 0.246 | -1,285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 30.8B | 5% |
| Annual Yield % from dividends | 1.07 | 2.20 | 49% |
| Returns for 1 year | -7.59 | 5.62 | -135% |
| Returns for 3 years | -5.08 | 8.94 | -57% |
| Returns for 5 years | 52.60 | 116.35 | 45% |
| Returns for 10 years | -8.43 | 78.45 | -11% |
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