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SMVFX vs VIMSX
SMVFX vs VIMSX Comparison
Open Charts SMVFX vs VIMSX
Virtus Ceredex Mid-Cap Value Equity C
Price$12.13
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets1.15B
Vanguard Mid Cap Index Investor
Price$81.03
Change+$1.02 (+1.27%)
VolumeN/A
Net Assets198.74B
SMVFX vs VIMSX Comparison Chart in %
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SMVFX vs. VIMSX commentary
Feb 05, 2026
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 SMVFX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. SMVFX (1.15B). VIMSX pays higher dividends than SMVFX: VIMSX (1.37) vs SMVFX (0.33). SMVFX was incepted earlier than VIMSX: SMVFX (24 years) vs VIMSX (28 years). SMVFX (2.00) is less costly to investors than VIMSX (0.17). SMVFX is a more actively managed with annual turnover of: 141.00 vs. VIMSX (16.00). SMVFX has a lower initial minimum investment than VIMSX: SMVFX (2500) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 8.23 vs. SMVFX (5.30). VIMSX return over 5 years is better than : 38.77 vs. SMVFX (0.64).
| SMVFX | VIMSX | SMVFX / VIMSX | |
| Total Expense Ratio | 1.76 | 0.17 | 1,035% |
| Annual Report Gross Expense Ratio | 2.00 | 0.17 | 1,176% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 9.575 | 2.272 | 421% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 199B | 1% |
| Annual Yield % from dividends | 0.33 | 1.37 | 24% |
| Returns for 1 year | 5.30 | 8.23 | 64% |
| Returns for 3 years | 14.89 | 33.97 | 44% |
| Returns for 5 years | 0.64 | 38.77 | 2% |
| Returns for 10 years | 16.20 | 180.15 | 9% |
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