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SMVZX vs VIMAX
SMVZX vs VIMAX Comparison
Open Charts SMVZX vs VIMAX
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.27
Change+$0.10 (+0.76%)
VolumeN/A
Net Assets1.14B
Vanguard Mid Cap Index Admiral
Price$367.56
Change+$4.69 (+1.29%)
VolumeN/A
Net Assets198.74B
SMVZX vs VIMAX Comparison Chart in %
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SMVZX vs. VIMAX commentary
Feb 04, 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 SMVZX is a Hold and VIMAX is a Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 199B vs. SMVZX (1.14B). VIMAX pays higher dividends than SMVZX: VIMAX (1.48) vs SMVZX (1.12). SMVZX was incepted earlier than VIMAX: SMVZX (12 years) vs VIMAX (24 years). SMVZX (0.88) is less costly to investors than VIMAX (0.05). SMVZX is a more actively managed with annual turnover of: 141.00 vs. VIMAX (16.00). VIMAX has a lower initial minimum investment than SMVZX: VIMAX (3000) vs SMVZX (2500000). VIMAX annual gain was more profitable for investors over the last year : 8.25 vs. SMVZX (7.79). VIMAX return over 5 years is better than : 38.87 vs. SMVZX (9.31).
| SMVZX | VIMAX | SMVZX / VIMAX | |
| Total Expense Ratio | 0.79 | 0.05 | 1,580% |
| Annual Report Gross Expense Ratio | 0.88 | 0.05 | 1,760% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 9.669 | 2.282 | 424% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 199B | 1% |
| Annual Yield % from dividends | 1.12 | 1.48 | 76% |
| Returns for 1 year | 7.79 | 8.25 | 95% |
| Returns for 3 years | 20.33 | 34.04 | 60% |
| Returns for 5 years | 9.31 | 38.87 | 24% |
| Returns for 10 years | 34.17 | 180.56 | 19% |
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