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SMVFX vs VMCIX
SMVFX vs VMCIX Comparison
Open Charts SMVFX vs VMCIX
Virtus Ceredex Mid-Cap Value Equity C
Price$11.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.09B
Vanguard Mid Cap Index Institutional
Price$80.55
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets199.59B
SMVFX vs VMCIX Comparison Chart in %
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SMVFX vs. VMCIX commentary
Dec 27, 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 SMVFX is a Buy and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 200B vs. SMVFX (1.09B). VMCIX pays higher dividends than SMVFX: VMCIX (1.49) vs SMVFX (0.20). SMVFX was incepted earlier than VMCIX: SMVFX (24 years) vs VMCIX (28 years). SMVFX (2.00) is less costly to investors than VMCIX (0.04). SMVFX is a more actively managed with annual turnover of: 141.00 vs. VMCIX (16.00). SMVFX has a lower initial minimum investment than VMCIX: SMVFX (2500) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 9.53 vs. SMVFX (-0.88). VMCIX return over 5 years is better than : 43.57 vs. SMVFX (-3.00).
| SMVFX | VMCIX | SMVFX / VMCIX | |
| Total Expense Ratio | 1.76 | 0.04 | 4,400% |
| Annual Report Gross Expense Ratio | 2.00 | 0.04 | 5,000% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 0.625 | 11.653 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 200B | 1% |
| Annual Yield % from dividends | 0.20 | 1.49 | 13% |
| Returns for 1 year | -0.88 | 9.53 | -9% |
| Returns for 3 years | 12.16 | 45.43 | 27% |
| Returns for 5 years | -3.00 | 43.57 | -7% |
| Returns for 10 years | -2.86 | 146.48 | -2% |
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