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SMVFX vs VMCPX
SMVFX vs VMCPX Comparison
Open Charts SMVFX vs VMCPX
Virtus Ceredex Mid-Cap Value Equity C
Price$12.60
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.1B
Vanguard Mid Cap Index InstitutionalPlus
Price$394.25
Change+$3.08 (+0.79%)
VolumeN/A
Net Assets198.55B
SMVFX vs VMCPX Comparison Chart in %
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SMVFX vs. VMCPX commentary
Dec 04, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. SMVFX (1.1B). VMCPX pays higher dividends than SMVFX: VMCPX (1.50) vs SMVFX (0.20). SMVFX was incepted earlier than VMCPX: SMVFX (24 years) vs VMCPX (15 years). SMVFX (2.00) is less costly to investors than VMCPX (0.03). SMVFX is a more actively managed with annual turnover of: 141.00 vs. VMCPX (16.00). SMVFX has a lower initial minimum investment than VMCPX: SMVFX (2500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 2.46 vs. SMVFX (-1.26). VMCPX return over 5 years is better than : 44.98 vs. SMVFX (11.19).
| SMVFX | VMCPX | SMVFX / VMCPX | |
| Total Expense Ratio | 1.76 | 0.03 | 5,867% |
| Annual Report Gross Expense Ratio | 2.00 | 0.03 | 6,667% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 12.679 | 9.990 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 199B | 1% |
| Annual Yield % from dividends | 0.20 | 1.50 | 13% |
| Returns for 1 year | -1.26 | 2.46 | -51% |
| Returns for 3 years | 21.97 | 34.60 | 63% |
| Returns for 5 years | 11.19 | 44.98 | 25% |
| Returns for 10 years | 1.89 | 139.24 | 1% |
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