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SMVZX vs VMVIX
SMVZX vs VMVIX Comparison
Open Charts SMVZX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.32
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.09B
Vanguard Mid-Cap Value Index Investor
Price$70.65
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets32.63B
SMVZX vs VMVIX Comparison Chart in %
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SMVZX vs. VMVIX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.6B vs. SMVZX (1.09B). VMVIX pays higher dividends than SMVZX: VMVIX (2.02) vs SMVZX (1.03). 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 : 9.73 vs. SMVZX (0.74). VMVIX return over 5 years is better than : 53.81 vs. SMVZX (4.34).
| 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 | 1.988 | 10.973 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 32.6B | 3% |
| Annual Yield % from dividends | 1.03 | 2.02 | 51% |
| Returns for 1 year | 0.74 | 9.73 | 8% |
| Returns for 3 years | 16.93 | 33.21 | 51% |
| Returns for 5 years | 4.34 | 53.81 | 8% |
| Returns for 10 years | 11.92 | 110.07 | 11% |
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