SMVZX
Price
$12.49
Change
-$0.01 (-0.08%)
Updated
Aug 7 closing price
Net Assets
1.09B
VMVIX
Price
$65.89
Change
+$0.12 (+0.18%)
Updated
Aug 7 closing price
Net Assets
31.04B
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SMVZX vs VMVIX

Header iconSMVZX vs VMVIX Comparison
Open Charts SMVZX vs VMVIXBanner chart's image
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 Investor
Price$65.89
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets31.04B
SMVZX vs VMVIX Comparison Chart in %
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SMVZX vs. VMVIX 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 VMVIX is a Hold.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. SMVZX (1.09B). VMVIX pays higher dividends than SMVZX: VMVIX (2.10) vs SMVZX (1.13). SMVZX was incepted earlier than VMVIX: SMVZX (11 years) vs VMVIX (19 years). SMVZX (0.88) is less costly to investors than VMVIX (0.19). SMVZX is a more actively managed with annual turnover of: 141.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than SMVZX: VMVIX (3000) vs SMVZX (2500000). VMVIX annual gain was more profitable for investors over the last year : 9.57 vs. SMVZX (5.84). VMVIX return over 5 years is better than : 63.67 vs. SMVZX (23.65).
SMVZXVMVIXSMVZX / VMVIX
Total Expense Ratio0.790.19416%
Annual Report Gross Expense Ratio0.880.19463%
Fund Existence11 years19 years-
Gain YTD3.5633.338107%
Front LoadN/AN/A-
Min. Initial Investment2500000300083,333%
Min. Initial Investment IRAN/AN/A-
Net Assets1.09B31B4%
Annual Yield % from dividends1.132.1054%
Returns for 1 year5.849.5761%
Returns for 3 years16.0720.8877%
Returns for 5 years23.6563.6737%
Returns for 10 years3.5584.724%
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