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SMVTX vs VMVIX
SMVTX vs VMVIX Comparison
Open Charts SMVTX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity I
Price$12.76
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets1.1B
Vanguard Mid-Cap Value Index Investor
Price$67.85
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets32.03B
SMVTX vs VMVIX Comparison Chart in %
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SMVTX vs. VMVIX commentary
Sep 09, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32B vs. SMVTX (1.1B). VMVIX pays higher dividends than SMVTX: VMVIX (2.04) vs SMVTX (0.89). SMVTX was incepted earlier than VMVIX: SMVTX (24 years) vs VMVIX (19 years). SMVTX (1.01) is less costly to investors than VMVIX (0.19). SMVTX is a more actively managed with annual turnover of: 141.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than SMVTX: VMVIX (3000) vs SMVTX (100000). VMVIX annual gain was more profitable for investors over the last year : 7.20 vs. SMVTX (2.24). VMVIX return over 5 years is better than : 67.63 vs. SMVTX (24.40).
| SMVTX | VMVIX | SMVTX / VMVIX | |
| Total Expense Ratio | 1.01 | 0.19 | 532% |
| Annual Report Gross Expense Ratio | 1.01 | 0.19 | 532% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 6.333 | 6.858 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 32B | 3% |
| Annual Yield % from dividends | 0.89 | 2.04 | 44% |
| Returns for 1 year | 2.24 | 7.20 | 31% |
| Returns for 3 years | 24.01 | 29.22 | 82% |
| Returns for 5 years | 24.40 | 67.63 | 36% |
| Returns for 10 years | 11.44 | 101.86 | 11% |
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