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SMVZX vs VMVIX
SMVZX vs VMVIX Comparison
Open Charts SMVZX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.65
Change-$0.08 (-0.63%)
VolumeN/A
Net Assets1.1B
Vanguard Mid-Cap Value Index Investor
Price$66.94
Change-$0.25 (-0.37%)
VolumeN/A
Net Assets31.04B
SMVZX vs VMVIX Comparison Chart in %
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SMVZX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. SMVZX (1.1B). VMVIX pays higher dividends than SMVZX: VMVIX (2.10) vs SMVZX (1.13). 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 : 7.67 vs. SMVZX (0.47). VMVIX return over 5 years is better than : 65.08 vs. SMVZX (24.20).
| 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 | 4.805 | 5.177 | 93% |
| 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 | 2.10 | 54% |
| Returns for 1 year | 0.47 | 7.67 | 6% |
| Returns for 3 years | 13.20 | 17.46 | 76% |
| Returns for 5 years | 24.20 | 65.08 | 37% |
| Returns for 10 years | 5.26 | 87.80 | 6% |
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