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SMVZX vs VMVIX
SMVZX vs VMVIX Comparison
Open Charts SMVZX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.11
Change-$0.11 (-0.83%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$65.48
Change-$0.28 (-0.43%)
VolumeN/A
CapitalizationN/A
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SMVZX vs VMVIX Comparison Chart
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SMVZX vs. VMVIX commentary
Sep 21, 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 SMVZX is a Buy and VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.5B vs. SMVZX (1.85B). VMVIX pays higher dividends than SMVZX: VMVIX (2.03) vs SMVZX (1.22). SMVZX was incepted earlier than VMVIX: SMVZX (10 years) vs VMVIX (18 years). SMVZX is a more actively managed with annual turnover of: 140.00 vs. VMVIX (22.00). 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 : 25.28 vs. SMVZX (21.94). VMVIX return over 5 years is better than : 48.72 vs. SMVZX (9.00).
| SMVZX | VMVIX | SMVZX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 10.591 | 14.901 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 30.5B | 6% |
| Annual Yield % from dividends | 1.22 | 2.03 | 60% |
| Returns for 1 year | 21.94 | 25.28 | 87% |
| Returns for 3 years | -7.02 | 20.66 | -34% |
| Returns for 5 years | 9.00 | 48.72 | 18% |
| Returns for 10 years | 0.03 | 100.58 | 0% |
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