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SMVZX vs VMVIX
SMVZX vs VMVIX Comparison
Open Charts SMVZX vs VMVIX
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 Investor
Price$67.61
Change-$0.24 (-0.35%)
VolumeN/A
Net Assets32.03B
SMVZX vs VMVIX Comparison Chart in %
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SMVZX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32B vs. SMVZX (1.1B). VMVIX pays higher dividends than SMVZX: VMVIX (2.04) vs SMVZX (1.10). 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 : 7.99 vs. SMVZX (4.26). VMVIX return over 5 years is better than : 68.43 vs. SMVZX (26.64).
| 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 | 6.462 | 6.606 | 98% |
| 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 | 2.04 | 54% |
| Returns for 1 year | 4.26 | 7.99 | 53% |
| Returns for 3 years | 19.86 | 23.80 | 83% |
| Returns for 5 years | 26.64 | 68.43 | 39% |
| Returns for 10 years | 15.68 | 102.69 | 15% |
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