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SMVZX vs VMCIX
SMVZX vs VMCIX Comparison
Open Charts SMVZX vs VMCIX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.32
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.09B
Vanguard Mid Cap Index Institutional
Price$80.55
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets199.59B
SMVZX vs VMCIX Comparison Chart in %
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SMVZX vs. VMCIX 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 VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 200B vs. SMVZX (1.09B). VMCIX pays higher dividends than SMVZX: VMCIX (1.49) vs SMVZX (1.03). SMVZX was incepted earlier than VMCIX: SMVZX (11 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 : 9.54 vs. SMVZX (0.74). VMCIX return over 5 years is better than : 43.59 vs. SMVZX (4.34).
| 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 | 11 years | 28 years | - |
| Gain YTD | 1.988 | 11.667 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 5000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 200B | 1% |
| Annual Yield % from dividends | 1.03 | 1.49 | 69% |
| Returns for 1 year | 0.74 | 9.54 | 8% |
| Returns for 3 years | 16.93 | 45.24 | 37% |
| Returns for 5 years | 4.34 | 43.59 | 10% |
| Returns for 10 years | 11.92 | 148.07 | 8% |
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