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SMVZX vs VMVIX
SMVZX vs VMVIX Comparison
Open Charts SMVZX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.80
Change-$0.37 (-2.81%)
VolumeN/A
Net Assets1.06B
Vanguard Mid-Cap Value Index Investor
Price$66.76
Change-$1.36 (-2.00%)
VolumeN/A
Net Assets32.47B
SMVZX vs VMVIX Comparison Chart in %
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SMVZX vs. VMVIX commentary
Oct 14, 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.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.5B vs. SMVZX (1.06B). VMVIX pays higher dividends than SMVZX: VMVIX (2.05) vs SMVZX (1.08). 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 : 4.52 vs. SMVZX (2.50). VMVIX return over 5 years is better than : 63.47 vs. SMVZX (22.34).
| SMVZX | VMVIX | SMVZX / VMVIX | |
| Total Expense Ratio | 0.79 | 0.19 | 416% |
| Annual Report Gross Expense Ratio | 0.88 | 0.19 | 463% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 9.114 | 7.060 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 32.5B | 3% |
| Annual Yield % from dividends | 1.08 | 2.05 | 53% |
| Returns for 1 year | 2.50 | 4.52 | 55% |
| Returns for 3 years | 40.41 | 41.20 | 98% |
| Returns for 5 years | 22.34 | 63.47 | 35% |
| Returns for 10 years | 15.23 | 102.22 | 15% |
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