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SMVTX vs VMCIX
SMVTX vs VMCIX Comparison
Open Charts SMVTX vs VMCIX
Virtus Ceredex Mid-Cap Value Equity I
Price$13.24
Change+$0.17 (+1.30%)
VolumeN/A
Net Assets1.14B
Vanguard Mid Cap Index Institutional
Price$81.20
Change+$1.04 (+1.30%)
VolumeN/A
Net Assets198.74B
SMVTX vs VMCIX Comparison Chart in %
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SMVTX vs. VMCIX commentary
Feb 04, 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 SMVTX is a Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. SMVTX (1.14B). VMCIX pays higher dividends than SMVTX: VMCIX (1.49) vs SMVTX (0.57). SMVTX was incepted earlier than VMCIX: SMVTX (24 years) vs VMCIX (28 years). SMVTX (1.01) is less costly to investors than VMCIX (0.04). SMVTX is a more actively managed with annual turnover of: 141.00 vs. VMCIX (16.00). SMVTX has a lower initial minimum investment than VMCIX: SMVTX (100000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 8.25 vs. SMVTX (7.43). VMCIX return over 5 years is better than : 38.88 vs. SMVTX (7.85).
| SMVTX | VMCIX | SMVTX / VMCIX | |
| Total Expense Ratio | 1.01 | 0.04 | 2,525% |
| Annual Report Gross Expense Ratio | 1.01 | 0.04 | 2,525% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 9.693 | 2.293 | 423% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 199B | 1% |
| Annual Yield % from dividends | 0.57 | 1.49 | 38% |
| Returns for 1 year | 7.43 | 8.25 | 90% |
| Returns for 3 years | 19.40 | 34.06 | 57% |
| Returns for 5 years | 7.85 | 38.88 | 20% |
| Returns for 10 years | 30.88 | 180.65 | 17% |
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