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SMVTX vs VMCPX
SMVTX vs VMCPX Comparison
Open Charts SMVTX vs VMCPX
Virtus Ceredex Mid-Cap Value Equity I
Price$13.75
Change+$0.12 (+0.88%)
VolumeN/A
Net Assets1.1B
Vanguard Mid Cap Index InstitutionalPlus
Price$394.25
Change+$3.08 (+0.79%)
VolumeN/A
Net Assets198.55B
SMVTX vs VMCPX Comparison Chart in %
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SMVTX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. SMVTX (1.1B). VMCPX pays higher dividends than SMVTX: VMCPX (1.50) vs SMVTX (0.84). SMVTX was incepted earlier than VMCPX: SMVTX (24 years) vs VMCPX (15 years). SMVTX (1.01) is less costly to investors than VMCPX (0.03). SMVTX is a more actively managed with annual turnover of: 141.00 vs. VMCPX (16.00). SMVTX has a lower initial minimum investment than VMCPX: SMVTX (100000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 2.46 vs. SMVTX (0.22). VMCPX return over 5 years is better than : 44.98 vs. SMVTX (17.95).
| SMVTX | VMCPX | SMVTX / VMCPX | |
| Total Expense Ratio | 1.01 | 0.03 | 3,367% |
| Annual Report Gross Expense Ratio | 1.01 | 0.03 | 3,367% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 13.833 | 9.990 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 199B | 1% |
| Annual Yield % from dividends | 0.84 | 1.50 | 56% |
| Returns for 1 year | 0.22 | 2.46 | 9% |
| Returns for 3 years | 25.64 | 34.60 | 74% |
| Returns for 5 years | 17.95 | 44.98 | 40% |
| Returns for 10 years | 13.86 | 139.24 | 10% |
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