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SMVZX vs VMVIX
SMVZX vs VMVIX Comparison
Open Charts SMVZX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.43
Change-$0.31 (-2.26%)
VolumeN/A
Net Assets1.11B
Vanguard Mid-Cap Value Index Investor
Price$68.49
Change-$0.77 (-1.11%)
VolumeN/A
Net Assets31.8B
SMVZX vs VMVIX Comparison Chart in %
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SMVZX vs. VMVIX commentary
Nov 14, 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: 31.8B vs. SMVZX (1.11B). VMVIX pays higher dividends than SMVZX: VMVIX (2.08) vs SMVZX (1.06). 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). SMVZX annual gain was more profitable for investors over the last year : 2.15 vs. VMVIX (1.67). VMVIX return over 5 years is better than : 54.76 vs. SMVZX (21.52).
| 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 | 13.836 | 7.641 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 31.8B | 3% |
| Annual Yield % from dividends | 1.06 | 2.08 | 51% |
| Returns for 1 year | 2.15 | 1.67 | 128% |
| Returns for 3 years | 29.79 | 26.76 | 111% |
| Returns for 5 years | 21.52 | 54.76 | 39% |
| Returns for 10 years | 19.38 | 103.20 | 19% |
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