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SMVZX vs VMVAX
SMVZX vs VMVAX Comparison
Open Charts SMVZX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.49
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.09B
Vanguard Mid-Cap Value Index Admiral
Price$86.69
Change+$0.16 (+0.18%)
VolumeN/A
Net Assets31.04B
SMVZX vs VMVAX Comparison Chart in %
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SMVZX vs. VMVAX commentary
Aug 08, 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 Hold and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. SMVZX (1.09B). 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 : 9.58 vs. SMVZX (5.84). VMVAX return over 5 years is better than : 63.76 vs. SMVZX (23.65).
| SMVZX | VMVAX | SMVZX / VMVAX | |
| Total Expense Ratio | 0.79 | 0.07 | 1,129% |
| Annual Report Gross Expense Ratio | 0.88 | 0.07 | 1,257% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 3.563 | 3.346 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 31B | 4% |
| Annual Yield % from dividends | 1.13 | 2.22 | 51% |
| Returns for 1 year | 5.84 | 9.58 | 61% |
| Returns for 3 years | 16.07 | 20.91 | 77% |
| Returns for 5 years | 23.65 | 63.76 | 37% |
| Returns for 10 years | 3.55 | 84.75 | 4% |
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