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STVTX vs VIVIX
STVTX vs VIVIX Comparison
Open Charts STVTX vs VIVIX
Virtus Ceredex Large-Cap Value Equity I
Price$9.93
Change-$2.38 (-19.33%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.70 (-2.51%)
VolumeN/A
CapitalizationN/A
STVTX vs VIVIX Comparison Chart
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STVTX vs. VIVIX commentary
Dec 19, 2024
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 StrongSell and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. STVTX (623M). VIVIX pays higher dividends than STVTX: VIVIX (2.37) vs STVTX (1.35). STVTX was incepted earlier than VIVIX: STVTX (32 years) vs VIVIX (26 years). STVTX is a more actively managed with annual turnover of: 132.00 vs. VIVIX (10.00). STVTX has a lower initial minimum investment than VIVIX: STVTX (100000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 16.43 vs. STVTX (14.03). VIVIX return over 5 years is better than : 44.60 vs. STVTX (-10.52).
| STVTX | VIVIX | STVTX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | 12.591 | 16.034 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 623M | 195B | 0% |
| Annual Yield % from dividends | 1.35 | 2.37 | 57% |
| Returns for 1 year | 14.03 | 16.43 | 85% |
| Returns for 3 years | -20.00 | 20.48 | -98% |
| Returns for 5 years | -10.52 | 44.60 | -24% |
| Returns for 10 years | -18.82 | 104.87 | -18% |
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