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SMVTX vs VMVAX
SMVTX vs VMVAX Comparison
Open Charts SMVTX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity I
Price$13.24
Change+$0.17 (+1.30%)
VolumeN/A
Net Assets1.14B
Vanguard Mid-Cap Value Index Admiral
Price$96.91
Change+$7.30 (+8.15%)
VolumeN/A
Net Assets33.17B
SMVTX vs VMVAX Comparison Chart in %
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SMVTX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 33.2B vs. SMVTX (1.14B). VMVAX pays higher dividends than SMVTX: VMVAX (2.01) vs SMVTX (0.57). SMVTX was incepted earlier than VMVAX: SMVTX (24 years) vs VMVAX (14 years). SMVTX (1.01) is less costly to investors than VMVAX (0.07). SMVTX is a more actively managed with annual turnover of: 141.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than SMVTX: VMVAX (3000) vs SMVTX (100000). VMVAX annual gain was more profitable for investors over the last year : 13.53 vs. SMVTX (7.43). VMVAX return over 5 years is better than : 52.71 vs. SMVTX (7.85).
| SMVTX | VMVAX | SMVTX / VMVAX | |
| Total Expense Ratio | 1.01 | 0.07 | 1,443% |
| Annual Report Gross Expense Ratio | 1.01 | 0.07 | 1,443% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 9.693 | 5.509 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 33.2B | 3% |
| Annual Yield % from dividends | 0.57 | 2.01 | 28% |
| Returns for 1 year | 7.43 | 13.53 | 55% |
| Returns for 3 years | 19.40 | 29.37 | 66% |
| Returns for 5 years | 7.85 | 52.71 | 15% |
| Returns for 10 years | 30.88 | 142.89 | 22% |
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