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SMVFX vs VMVAX
SMVFX vs VMVAX Comparison
Open Charts SMVFX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity C
Price$11.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.09B
Vanguard Mid-Cap Value Index Admiral
Price$92.95
Change+$0.06 (+0.06%)
VolumeN/A
Net Assets32.63B
SMVFX vs VMVAX Comparison Chart in %
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SMVFX vs. VMVAX 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 VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.6B vs. SMVFX (1.09B). VMVAX pays higher dividends than SMVFX: VMVAX (2.14) vs SMVFX (0.20). SMVFX was incepted earlier than VMVAX: SMVFX (24 years) vs VMVAX (14 years). SMVFX (2.00) is less costly to investors than VMVAX (0.07). SMVFX is a more actively managed with annual turnover of: 141.00 vs. VMVAX (19.00). SMVFX has a lower initial minimum investment than VMVAX: SMVFX (2500) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 9.63 vs. SMVFX (-0.88). VMVAX return over 5 years is better than : 54.00 vs. SMVFX (-3.00).
| SMVFX | VMVAX | SMVFX / VMVAX | |
| Total Expense Ratio | 1.76 | 0.07 | 2,514% |
| Annual Report Gross Expense Ratio | 2.00 | 0.07 | 2,857% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 0.625 | 11.046 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 32.6B | 3% |
| Annual Yield % from dividends | 0.20 | 2.14 | 9% |
| Returns for 1 year | -0.88 | 9.63 | -9% |
| Returns for 3 years | 12.16 | 32.97 | 37% |
| Returns for 5 years | -3.00 | 54.00 | -6% |
| Returns for 10 years | -2.86 | 109.34 | -3% |
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