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STVTX vs VIVAX
STVTX vs VIVAX Comparison
Open Charts STVTX vs VIVAX
Virtus Ceredex Large-Cap Value Equity I
Price$10.49
Change+$0.08 (+0.77%)
VolumeN/A
Net Assets632.74M
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
STVTX vs VIVAX Comparison Chart
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STVTX vs. VIVAX commentary
Jan 19, 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 Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. STVTX (633M). 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 : 18.19 vs. STVTX (-2.31). VIVAX return over 5 years is better than : 44.18 vs. STVTX (-21.94).
| 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 | 3.194 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 184B | 0% |
| Annual Yield % from dividends | 1.35 | 2.25 | 60% |
| Returns for 1 year | -2.31 | 18.19 | -13% |
| Returns for 3 years | -15.11 | 18.46 | -82% |
| Returns for 5 years | -21.94 | 44.18 | -50% |
| Returns for 10 years | -29.09 | 111.10 | -26% |
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