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DOXGX vs SVIIX
DOXGX vs SVIIX Comparison
Open Charts DOXGX vs SVIIX
Virtus Ceredex Large-Cap Value Equity A
Price$10.09
Change-$0.05 (-0.49%)
VolumeN/A
Net Assets605.83M
DOXGX vs SVIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 121B vs. SVIIX (606M). DOXGX pays higher dividends than SVIIX: DOXGX (1.43) vs SVIIX (0.91). DOXGX was incepted earlier than SVIIX: DOXGX (3 years) vs SVIIX (33 years). SVIIX (1.25) is less costly to investors than DOXGX (0.46). SVIIX is a more actively managed with annual turnover of: 112.00 vs. DOXGX (15.00). DOXGX (2500) and SVIIX (2500) have matching initial minimum investment requirements. DOXGX annual gain was more profitable for investors over the last year : 4.15 vs. SVIIX (-12.13).
| DOXGX | SVIIX | DOXGX / SVIIX | |
| Total Expense Ratio | 0.41 | 1.24 | 33% |
| Annual Report Gross Expense Ratio | 0.46 | 1.25 | 37% |
| Fund Existence | 3 years | 33 years | - |
| Gain YTD | 9.033 | 5.187 | 174% |
| 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 | 1.43 | 0.91 | 156% |
| Returns for 1 year | 4.15 | -12.13 | -34% |
| Returns for 3 years | 45.70 | 12.91 | 354% |
| Returns for 5 years | N/A | -7.09 | - |
| Returns for 10 years | N/A | -23.47 | - |
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