Interact to see
Advertisement
Advertisement
SMVZX vs VMVAX
SMVZX vs VMVAX Comparison
Open Charts SMVZX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.65
Change-$0.08 (-0.63%)
VolumeN/A
Net Assets1.1B
Vanguard Mid-Cap Value Index Admiral
Price$88.08
Change-$0.33 (-0.37%)
VolumeN/A
Net Assets31.04B
SMVZX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMVZX vs. VMVAX commentary
Aug 18, 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. SMVZX (1.1B). VMVAX pays higher dividends than SMVZX: VMVAX (2.22) vs SMVZX (1.13). SMVZX was incepted earlier than VMVAX: SMVZX (11 years) vs VMVAX (14 years). SMVZX (0.88) is less costly to investors than VMVAX (0.07). SMVZX is a more actively managed with annual turnover of: 141.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than SMVZX: VMVAX (3000) vs SMVZX (2500000). VMVAX annual gain was more profitable for investors over the last year : 7.67 vs. SMVZX (0.47). VMVAX return over 5 years is better than : 65.15 vs. SMVZX (24.20).
| SMVZX | VMVAX | SMVZX / VMVAX | |
| Total Expense Ratio | 0.79 | 0.07 | 1,129% |
| Annual Report Gross Expense Ratio | 0.88 | 0.07 | 1,257% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 4.805 | 5.198 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 31B | 4% |
| Annual Yield % from dividends | 1.13 | 2.22 | 51% |
| Returns for 1 year | 0.47 | 7.67 | 6% |
| Returns for 3 years | 13.20 | 17.51 | 75% |
| Returns for 5 years | 24.20 | 65.15 | 37% |
| Returns for 10 years | 5.26 | 87.87 | 6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement