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DODGX vs SVIIX
DODGX vs SVIIX Comparison
Open Charts DODGX vs SVIIX
Virtus Ceredex Large-Cap Value Equity A
Price$10.09
Change-$0.05 (-0.49%)
VolumeN/A
Net Assets605.83M
DODGX vs SVIIX Comparison Chart in %
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DODGX vs. SVIIX commentary
Sep 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 DODGX is a Hold and SVIIX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. SVIIX (606M). DODGX pays higher dividends than SVIIX: DODGX (1.34) vs SVIIX (0.91). DODGX was incepted earlier than SVIIX: DODGX (61 years) vs SVIIX (33 years). SVIIX (1.25) is less costly to investors than DODGX (0.51). SVIIX is a more actively managed with annual turnover of: 112.00 vs. DODGX (15.00). DODGX (2500) and SVIIX (2500) have matching initial minimum investment requirements. DODGX annual gain was more profitable for investors over the last year : 4.05 vs. SVIIX (-12.13). DODGX return over 5 years is better than : 78.71 vs. SVIIX (-7.09).
| DODGX | SVIIX | DODGX / SVIIX | |
| Total Expense Ratio | 0.51 | 1.24 | 41% |
| Annual Report Gross Expense Ratio | 0.51 | 1.25 | 41% |
| Fund Existence | 61 years | 33 years | - |
| Gain YTD | 8.957 | 5.187 | 173% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 606M | 19,967% |
| Annual Yield % from dividends | 1.34 | 0.91 | 146% |
| Returns for 1 year | 4.05 | -12.13 | -33% |
| Returns for 3 years | 45.36 | 12.91 | 351% |
| Returns for 5 years | 78.71 | -7.09 | -1,111% |
| Returns for 10 years | 88.01 | -23.47 | -375% |
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