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SMVFX vs VMVIX
SMVFX vs VMVIX Comparison
Open Charts SMVFX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity C
Price$11.02
Change-$0.16 (-1.43%)
VolumeN/A
Net Assets1.51B
Vanguard Mid-Cap Value Index Investor
Price$63.62
Change-$0.75 (-1.17%)
VolumeN/A
Net Assets29.95B
SMVFX vs VMVIX Comparison Chart
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SMVFX vs. VMVIX commentary
Jun 16, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. SMVFX (1.51B). VMVIX pays higher dividends than SMVFX: VMVIX (2.19) vs SMVFX (0.28). SMVFX was incepted earlier than VMVIX: SMVFX (24 years) vs VMVIX (19 years). SMVFX (2.00) is less costly to investors than VMVIX (0.19). SMVFX is a more actively managed with annual turnover of: 141.00 vs. VMVIX (19.00). SMVFX has a lower initial minimum investment than VMVIX: SMVFX (2500) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 7.21 vs. SMVFX (-5.79). VMVIX return over 5 years is better than : 69.17 vs. SMVFX (15.45).
| SMVFX | VMVIX | SMVFX / VMVIX | |
| Total Expense Ratio | 1.76 | 0.19 | 926% |
| Annual Report Gross Expense Ratio | 2.00 | 0.19 | 1,053% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | -1.607 | -0.052 | 3,088% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 29.9B | 5% |
| Annual Yield % from dividends | 0.28 | 2.19 | 13% |
| Returns for 1 year | -5.79 | 7.21 | -80% |
| Returns for 3 years | 10.84 | 24.97 | 43% |
| Returns for 5 years | 15.45 | 69.17 | 22% |
| Returns for 10 years | -16.54 | 78.71 | -21% |
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