SMVZX
Price
$12.95
Change
+$0.04 (+0.31%)
Updated
Aug 28 closing price
Net Assets
1.1B
VMVAX
Price
$89.47
Change
-$0.27 (-0.30%)
Updated
Aug 28 closing price
Net Assets
31.04B
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SMVZX vs VMVAX

Header iconSMVZX vs VMVAX Comparison
Open Charts SMVZX vs VMVAXBanner chart's image
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.95
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets1.1B
Vanguard Mid-Cap Value Index Admiral
Price$89.47
Change-$0.27 (-0.30%)
VolumeN/A
Net Assets31.04B
SMVZX vs VMVAX Comparison Chart in %
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SMVZX vs. VMVAX commentary
Aug 30, 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 SMVZX is a Buy and VMVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. SMVZX (1.1B). VMVAX pays higher dividends than SMVZX: VMVAX (2.22) vs SMVZX (1.13). SMVZX was incepted earlier than VMVAX: SMVZX (11 years) vs VMVAX (14 years). SMVZX (0.88) is less costly to investors than VMVAX (0.07). SMVZX is a more actively managed with annual turnover of: 141.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than SMVZX: VMVAX (3000) vs SMVZX (2500000). VMVAX annual gain was more profitable for investors over the last year : 6.80 vs. SMVZX (1.42). VMVAX return over 5 years is better than : 67.15 vs. SMVZX (25.58).
SMVZXVMVAXSMVZX / VMVAX
Total Expense Ratio0.790.071,129%
Annual Report Gross Expense Ratio0.880.071,257%
Fund Existence11 years14 years-
Gain YTD6.9597.18097%
Front LoadN/AN/A-
Min. Initial Investment2500000300083,333%
Min. Initial Investment IRAN/AN/A-
Net Assets1.1B31B4%
Annual Yield % from dividends1.132.2251%
Returns for 1 year1.426.8021%
Returns for 3 years22.2926.1785%
Returns for 5 years25.5867.1538%
Returns for 10 years13.75102.2413%
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