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STVTX vs VVIAX
STVTX vs VVIAX Comparison
Open Charts STVTX vs VVIAX
Virtus Ceredex Large-Cap Value Equity I
Price$9.93
Change-$2.38 (-19.33%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
STVTX vs VVIAX Comparison Chart
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STVTX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. STVTX (623M). VVIAX pays higher dividends than STVTX: VVIAX (2.36) vs STVTX (1.35). STVTX was incepted earlier than VVIAX: STVTX (32 years) vs VVIAX (24 years). STVTX is a more actively managed with annual turnover of: 132.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than STVTX: VVIAX (3000) vs STVTX (100000). VVIAX annual gain was more profitable for investors over the last year : 16.45 vs. STVTX (14.03). VVIAX return over 5 years is better than : 44.62 vs. STVTX (-10.52).
| STVTX | VVIAX | STVTX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 12.591 | 16.051 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 623M | 195B | 0% |
| Annual Yield % from dividends | 1.35 | 2.36 | 57% |
| Returns for 1 year | 14.03 | 16.45 | 85% |
| Returns for 3 years | -20.00 | 20.49 | -98% |
| Returns for 5 years | -10.52 | 44.62 | -24% |
| Returns for 10 years | -18.82 | 104.84 | -18% |
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