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SMVTX vs VMVIX
SMVTX vs VMVIX Comparison
Open Charts SMVTX vs VMVIX
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 Investor
Price$68.49
Change-$0.77 (-1.11%)
VolumeN/A
Net Assets31.8B
SMVTX vs VMVIX Comparison Chart in %
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SMVTX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. SMVTX (1.11B). VMVIX pays higher dividends than SMVTX: VMVIX (2.08) vs SMVTX (0.86). 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). SMVTX annual gain was more profitable for investors over the last year : 1.85 vs. VMVIX (1.67). VMVIX return over 5 years is better than : 54.76 vs. SMVTX (20.07).
| 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 | 13.667 | 7.641 | 179% |
| 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 | 2.08 | 41% |
| Returns for 1 year | 1.85 | 1.67 | 111% |
| Returns for 3 years | 28.80 | 26.76 | 108% |
| Returns for 5 years | 20.07 | 54.76 | 37% |
| Returns for 10 years | 16.44 | 103.20 | 16% |
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