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STVTX vs VIVAX
STVTX vs VIVAX Comparison
Open Charts STVTX vs VIVAX
Virtus Ceredex Large-Cap Value Equity I
Price$10.41
Change-$0.20 (-1.89%)
VolumeN/A
Net Assets609.09M
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
STVTX vs VIVAX Comparison Chart
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STVTX vs. VIVAX commentary
Feb 23, 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 STVTX is a StrongBuy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. STVTX (609M). VIVAX pays higher dividends than STVTX: VIVAX (2.25) vs STVTX (1.35). STVTX was incepted earlier than VIVAX: STVTX (32 years) vs VIVAX (32 years). STVTX is a more actively managed with annual turnover of: 132.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than STVTX: VIVAX (3000) vs STVTX (100000). VIVAX annual gain was more profitable for investors over the last year : 13.43 vs. STVTX (-5.97). VIVAX return over 5 years is better than : 47.22 vs. STVTX (-22.10).
| STVTX | VIVAX | STVTX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | 4.518 | 4.148 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 609M | 193B | 0% |
| Annual Yield % from dividends | 1.35 | 2.25 | 60% |
| Returns for 1 year | -5.97 | 13.43 | -44% |
| Returns for 3 years | -9.79 | 23.92 | -41% |
| Returns for 5 years | -22.10 | 47.22 | -47% |
| Returns for 10 years | -31.46 | 105.56 | -30% |
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