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SMVTX vs VMVAX
SMVTX vs VMVAX Comparison
Open Charts SMVTX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity I
Price$13.33
Change-$0.31 (-2.27%)
VolumeN/A
Net Assets1.11B
Vanguard Mid-Cap Value Index Admiral
Price$90.11
Change-$1.02 (-1.12%)
VolumeN/A
Net Assets31.8B
SMVTX vs VMVAX Comparison Chart in %
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SMVTX vs. VMVAX commentary
Nov 14, 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 Hold and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. SMVTX (1.11B). VMVAX pays higher dividends than SMVTX: VMVAX (2.20) vs SMVTX (0.86). 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 : 1.67 vs. SMVTX (-0.39). VMVAX return over 5 years is better than : 54.82 vs. SMVTX (17.34).
| 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 | 11.083 | 7.653 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 31.8B | 3% |
| Annual Yield % from dividends | 0.86 | 2.20 | 39% |
| Returns for 1 year | -0.39 | 1.67 | -23% |
| Returns for 3 years | 28.10 | 26.80 | 105% |
| Returns for 5 years | 17.34 | 54.82 | 32% |
| Returns for 10 years | 11.79 | 103.36 | 11% |
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