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SMVZX vs VMVIX
SMVZX vs VMVIX Comparison
Open Charts SMVZX vs VMVIX
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.27
Change+$0.10 (+0.76%)
VolumeN/A
Net Assets1.14B
Vanguard Mid-Cap Value Index Investor
Price$73.66
Change+$5.54 (+8.13%)
VolumeN/A
Net Assets33.17B
SMVZX vs VMVIX Comparison Chart in %
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SMVZX vs. VMVIX commentary
Feb 04, 2026
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: 33.2B vs. SMVZX (1.14B). VMVIX pays higher dividends than SMVZX: VMVIX (1.90) vs SMVZX (1.12). SMVZX was incepted earlier than VMVIX: SMVZX (12 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 : 13.54 vs. SMVZX (7.79). VMVIX return over 5 years is better than : 52.64 vs. SMVZX (9.31).
| SMVZX | VMVIX | SMVZX / VMVIX | |
| Total Expense Ratio | 0.79 | 0.19 | 416% |
| Annual Report Gross Expense Ratio | 0.88 | 0.19 | 463% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 9.669 | 5.515 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 33.2B | 3% |
| Annual Yield % from dividends | 1.12 | 1.90 | 59% |
| Returns for 1 year | 7.79 | 13.54 | 58% |
| Returns for 3 years | 20.33 | 29.32 | 69% |
| Returns for 5 years | 9.31 | 52.64 | 18% |
| Returns for 10 years | 34.17 | 142.71 | 24% |
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