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SMVTX vs VMVIX
SMVTX vs VMVIX Comparison
Open Charts SMVTX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity I
Price$13.24
Change+$0.17 (+1.30%)
VolumeN/A
Net Assets1.14B
Vanguard Mid-Cap Value Index Investor
Price$73.66
Change+$5.54 (+8.13%)
VolumeN/A
Net Assets33.17B
SMVTX vs VMVIX Comparison Chart in %
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SMVTX vs. VMVIX commentary
Feb 05, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. SMVTX (1.14B). VMVIX pays higher dividends than SMVTX: VMVIX (1.90) vs SMVTX (0.57). 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 : 13.54 vs. SMVTX (7.43). VMVIX return over 5 years is better than : 52.64 vs. SMVTX (7.85).
| 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 | 9.693 | 5.515 | 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 | 1.90 | 30% |
| Returns for 1 year | 7.43 | 13.54 | 55% |
| Returns for 3 years | 19.40 | 29.32 | 66% |
| Returns for 5 years | 7.85 | 52.64 | 15% |
| Returns for 10 years | 30.88 | 142.71 | 22% |
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