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SMVTX vs VMCIX
SMVTX vs VMCIX Comparison
Open Charts SMVTX vs VMCIX
Virtus Ceredex Mid-Cap Value Equity I
Price$12.29
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.09B
Vanguard Mid Cap Index Institutional
Price$80.55
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets199.59B
SMVTX vs VMCIX Comparison Chart in %
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SMVTX vs. VMCIX commentary
Dec 29, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 200B vs. SMVTX (1.09B). 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 : 9.53 vs. SMVTX (0.90). VMCIX return over 5 years is better than : 43.57 vs. SMVTX (3.64).
| 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 | 2.417 | 11.653 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 200B | 1% |
| Annual Yield % from dividends | 0.84 | 1.49 | 56% |
| Returns for 1 year | 0.90 | 9.53 | 9% |
| Returns for 3 years | 16.38 | 45.43 | 36% |
| Returns for 5 years | 3.64 | 43.57 | 8% |
| Returns for 10 years | 9.17 | 146.48 | 6% |
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