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SMVZX vs VMCIX
SMVZX vs VMCIX Comparison
Open Charts SMVZX vs VMCIX
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.27
Change+$0.10 (+0.76%)
VolumeN/A
Net Assets1.14B
Vanguard Mid Cap Index Institutional
Price$81.20
Change+$1.04 (+1.30%)
VolumeN/A
Net Assets198.74B
SMVZX vs VMCIX Comparison Chart in %
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SMVZX vs. VMCIX 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 VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. SMVZX (1.14B). VMCIX pays higher dividends than SMVZX: VMCIX (1.49) vs SMVZX (1.12). SMVZX was incepted earlier than VMCIX: SMVZX (12 years) vs VMCIX (28 years). SMVZX (0.88) is less costly to investors than VMCIX (0.04). SMVZX is a more actively managed with annual turnover of: 141.00 vs. VMCIX (16.00). SMVZX has a lower initial minimum investment than VMCIX: SMVZX (2500000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 8.25 vs. SMVZX (7.79). VMCIX return over 5 years is better than : 38.88 vs. SMVZX (9.31).
| SMVZX | VMCIX | SMVZX / VMCIX | |
| Total Expense Ratio | 0.79 | 0.04 | 1,975% |
| Annual Report Gross Expense Ratio | 0.88 | 0.04 | 2,200% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 9.669 | 2.293 | 422% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 5000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 199B | 1% |
| Annual Yield % from dividends | 1.12 | 1.49 | 75% |
| Returns for 1 year | 7.79 | 8.25 | 94% |
| Returns for 3 years | 20.33 | 34.06 | 60% |
| Returns for 5 years | 9.31 | 38.88 | 24% |
| Returns for 10 years | 34.17 | 180.65 | 19% |
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