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SMVTX vs VMVIX
SMVTX vs VMVIX Comparison
Open Charts SMVTX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity I
Price$13.15
Change+$0.10 (+0.77%)
VolumeN/A
Net Assets1.09B
Vanguard Mid-Cap Value Index Investor
Price$68.30
Change+$0.14 (+0.21%)
VolumeN/A
Net Assets32.47B
SMVTX vs VMVIX Comparison Chart in %
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SMVTX vs. VMVIX commentary
Oct 16, 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: 32.5B vs. SMVTX (1.09B). VMVIX pays higher dividends than SMVTX: VMVIX (2.05) vs SMVTX (0.88). 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 : 2.80 vs. SMVTX (0.65). VMVIX return over 5 years is better than : 64.23 vs. SMVTX (21.22).
| 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 | 8.750 | 7.123 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 32.5B | 3% |
| Annual Yield % from dividends | 0.88 | 2.05 | 43% |
| Returns for 1 year | 0.65 | 2.80 | 23% |
| Returns for 3 years | 41.24 | 42.04 | 98% |
| Returns for 5 years | 21.22 | 64.23 | 33% |
| Returns for 10 years | 10.71 | 100.76 | 11% |
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