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STVTX vs VIVAX
STVTX vs VIVAX Comparison
Open Charts STVTX vs VIVAX
Virtus Ceredex Large-Cap Value Equity I
Price$9.91
Change-$0.03 (-0.30%)
VolumeN/A
Net Assets530.11M
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
STVTX vs VIVAX Comparison Chart
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STVTX vs. VIVAX commentary
Jun 07, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. STVTX (530M). VIVAX pays higher dividends than STVTX: VIVAX (2.16) vs STVTX (1.19). STVTX was incepted earlier than VIVAX: STVTX (32 years) vs VIVAX (33 years). STVTX (1.10) is less costly to investors than VIVAX (0.17). STVTX is a more actively managed with annual turnover of: 112.00 vs. VIVAX (9.00). 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 : 6.81 vs. STVTX (-12.86). VIVAX return over 5 years is better than : 58.70 vs. STVTX (-13.38).
| STVTX | VIVAX | STVTX / VIVAX | |
| Total Expense Ratio | 0.97 | 0.17 | 571% |
| Annual Report Gross Expense Ratio | 1.10 | 0.17 | 647% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | -0.201 | 1.238 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 189B | 0% |
| Annual Yield % from dividends | 1.19 | 2.16 | 55% |
| Returns for 1 year | -12.86 | 6.81 | -189% |
| Returns for 3 years | -9.33 | 18.51 | -50% |
| Returns for 5 years | -13.38 | 58.70 | -23% |
| Returns for 10 years | -33.30 | 102.90 | -32% |
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