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STVZX vs VVIAX
STVZX vs VVIAX Comparison
Open Charts STVZX vs VVIAX
Virtus Ceredex Large-Cap Value Equity R6
Price$12.16
Change-$0.11 (-0.90%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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STVZX vs VVIAX Comparison Chart
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STVZX vs. VVIAX commentary
Sep 21, 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 STVZX is a Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. STVZX (646M). VVIAX pays higher dividends than STVZX: VVIAX (2.36) vs STVZX (1.66). STVZX was incepted earlier than VVIAX: STVZX (10 years) vs VVIAX (24 years). STVZX is a more actively managed with annual turnover of: 132.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than STVZX: VVIAX (3000) vs STVZX (2500000). VVIAX annual gain was more profitable for investors over the last year : 20.40 vs. STVZX (18.92). VVIAX return over 5 years is better than : 54.20 vs. STVZX (-5.90).
| STVZX | VVIAX | STVZX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 8.236 | 15.359 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 646M | 183B | 0% |
| Annual Yield % from dividends | 1.66 | 2.36 | 70% |
| Returns for 1 year | 18.92 | 20.40 | 93% |
| Returns for 3 years | -18.51 | 25.00 | -74% |
| Returns for 5 years | -5.90 | 54.20 | -11% |
| Returns for 10 years | -24.12 | 109.21 | -22% |