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SMVTX vs VMVAX
SMVTX vs VMVAX Comparison
Open Charts SMVTX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity I
Price$11.85
Change-$0.17 (-1.41%)
VolumeN/A
Net Assets1.51B
Vanguard Mid-Cap Value Index Admiral
Price$83.72
Change-$0.98 (-1.16%)
VolumeN/A
Net Assets29.95B
SMVTX vs VMVAX Comparison Chart
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SMVTX vs. VMVAX commentary
Jun 15, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. SMVTX (1.51B). VMVAX pays higher dividends than SMVTX: VMVAX (2.31) vs SMVTX (1.04). 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 : 7.23 vs. SMVTX (-4.63). VMVAX return over 5 years is better than : 69.23 vs. SMVTX (22.22).
| 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 | -1.250 | -0.023 | 5,517% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 29.9B | 5% |
| Annual Yield % from dividends | 1.04 | 2.31 | 45% |
| Returns for 1 year | -4.63 | 7.23 | -64% |
| Returns for 3 years | 14.38 | 24.99 | 58% |
| Returns for 5 years | 22.22 | 69.23 | 32% |
| Returns for 10 years | -7.02 | 78.81 | -9% |
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