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SMVZX vs VMVAX
SMVZX vs VMVAX Comparison
Open Charts SMVZX vs VMVAX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.74
Change-$0.11 (-0.86%)
VolumeN/A
Net Assets1.1B
Vanguard Mid-Cap Value Index Admiral
Price$88.97
Change-$0.31 (-0.35%)
VolumeN/A
Net Assets32.03B
SMVZX vs VMVAX Comparison Chart in %
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SMVZX vs. VMVAX commentary
Sep 10, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32B vs. SMVZX (1.1B). VMVAX pays higher dividends than SMVZX: VMVAX (2.15) vs SMVZX (1.10). 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 : 7.99 vs. SMVZX (4.26). VMVAX return over 5 years is better than : 68.49 vs. SMVZX (26.64).
| 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 | 6.462 | 6.631 | 97% |
| 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 | 32B | 3% |
| Annual Yield % from dividends | 1.10 | 2.15 | 51% |
| Returns for 1 year | 4.26 | 7.99 | 53% |
| Returns for 3 years | 19.86 | 23.83 | 83% |
| Returns for 5 years | 26.64 | 68.49 | 39% |
| Returns for 10 years | 15.68 | 102.77 | 15% |
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