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SMVTX vs VMVIX
SMVTX vs VMVIX Comparison
Open Charts SMVTX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity I
Price$11.84
Change-$1.37 (-10.37%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$63.51
Change-$1.88 (-2.88%)
VolumeN/A
CapitalizationN/A
SMVTX vs VMVIX Comparison Chart
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SMVTX vs. VMVIX commentary
Dec 19, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. SMVTX (1.74B). 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). SMVTX annual gain was more profitable for investors over the last year : 13.52 vs. VMVIX (11.14). VMVIX return over 5 years is better than : 36.10 vs. SMVTX (7.02).
| 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 | 13.073 | 11.487 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 32.8B | 5% |
| Annual Yield % from dividends | 1.06 | 2.03 | 52% |
| Returns for 1 year | 13.52 | 11.14 | 121% |
| Returns for 3 years | -10.97 | 11.16 | -98% |
| Returns for 5 years | 7.02 | 36.10 | 19% |
| Returns for 10 years | 5.39 | 83.66 | 6% |