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SMVZX vs VIMSX
SMVZX vs VIMSX Comparison
Open Charts SMVZX vs VIMSX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.32
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.09B
Vanguard Mid Cap Index Investor
Price$80.40
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets199.59B
SMVZX vs VIMSX Comparison Chart in %
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SMVZX vs. VIMSX commentary
Dec 27, 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 SMVZX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 200B vs. SMVZX (1.09B). VIMSX pays higher dividends than SMVZX: VIMSX (1.37) vs SMVZX (1.03). SMVZX was incepted earlier than VIMSX: SMVZX (11 years) vs VIMSX (28 years). SMVZX (0.88) is less costly to investors than VIMSX (0.17). SMVZX is a more actively managed with annual turnover of: 141.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than SMVZX: VIMSX (3000) vs SMVZX (2500000). VIMSX annual gain was more profitable for investors over the last year : 9.54 vs. SMVZX (0.74). VIMSX return over 5 years is better than : 43.50 vs. SMVZX (4.34).
| SMVZX | VIMSX | SMVZX / VIMSX | |
| Total Expense Ratio | 0.79 | 0.17 | 465% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 1.988 | 11.667 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 200B | 1% |
| Annual Yield % from dividends | 1.03 | 1.37 | 75% |
| Returns for 1 year | 0.74 | 9.54 | 8% |
| Returns for 3 years | 16.93 | 45.18 | 37% |
| Returns for 5 years | 4.34 | 43.50 | 10% |
| Returns for 10 years | 11.92 | 147.72 | 8% |
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