Interact to see
Advertisement
Advertisement
SMVZX vs VMVIX
SMVZX vs VMVIX Comparison
Open Charts SMVZX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.21
Change+$0.12 (+0.92%)
VolumeN/A
Net Assets1.08B
Vanguard Mid-Cap Value Index Investor
Price$68.34
Change+$0.69 (+1.02%)
VolumeN/A
Net Assets32.47B
SMVZX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMVZX vs. VMVIX commentary
Oct 21, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.5B vs. SMVZX (1.08B). VMVIX pays higher dividends than SMVZX: VMVIX (2.05) vs SMVZX (1.08). SMVZX was incepted earlier than VMVIX: SMVZX (11 years) vs VMVIX (19 years). SMVZX (0.88) is less costly to investors than VMVIX (0.19). SMVZX is a more actively managed with annual turnover of: 141.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than SMVZX: VMVIX (3000) vs SMVZX (2500000). VMVIX annual gain was more profitable for investors over the last year : 1.18 vs. SMVZX (-0.49). VMVIX return over 5 years is better than : 63.00 vs. SMVZX (22.14).
| SMVZX | VMVIX | SMVZX / VMVIX | |
| Total Expense Ratio | 0.79 | 0.19 | 416% |
| Annual Report Gross Expense Ratio | 0.88 | 0.19 | 463% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 8.451 | 6.321 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 32.5B | 3% |
| Annual Yield % from dividends | 1.08 | 2.05 | 53% |
| Returns for 1 year | -0.49 | 1.18 | -42% |
| Returns for 3 years | 35.65 | 36.03 | 99% |
| Returns for 5 years | 22.14 | 63.00 | 35% |
| Returns for 10 years | 12.94 | 99.26 | 13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement