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SMVTX vs VMCIX
SMVTX vs VMCIX Comparison
Open Charts SMVTX vs VMCIX
Virtus Ceredex Mid-Cap Value Equity I
Price$13.75
Change+$0.12 (+0.88%)
VolumeN/A
Net Assets1.1B
Vanguard Mid Cap Index Institutional
Price$79.94
Change+$0.62 (+0.78%)
VolumeN/A
Net Assets198.55B
SMVTX vs VMCIX Comparison Chart in %
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SMVTX vs. VMCIX 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 SMVTX is a Buy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. SMVTX (1.1B). VMCIX pays higher dividends than SMVTX: VMCIX (1.49) vs SMVTX (0.84). 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 : 2.45 vs. SMVTX (0.22). VMCIX return over 5 years is better than : 44.96 vs. SMVTX (17.95).
| 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 | 13.833 | 9.976 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 199B | 1% |
| Annual Yield % from dividends | 0.84 | 1.49 | 56% |
| Returns for 1 year | 0.22 | 2.45 | 9% |
| Returns for 3 years | 25.64 | 34.60 | 74% |
| Returns for 5 years | 17.95 | 44.96 | 40% |
| Returns for 10 years | 13.86 | 139.18 | 10% |
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