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SVIFX vs VIVAX
SVIFX vs VIVAX Comparison
Open Charts SVIFX vs VIVAX
Virtus Ceredex Large-Cap Value Equity C
Price$8.28
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets514.72M
Vanguard Value Index I
Price$63.13
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
SVIFX vs VIVAX Comparison Chart
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SVIFX vs. VIVAX commentary
Apr 18, 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 SVIFX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. SVIFX (515M). VIVAX pays higher dividends than SVIFX: VIVAX (2.14) vs SVIFX (0.65). SVIFX was incepted earlier than VIVAX: SVIFX (30 years) vs VIVAX (32 years). SVIFX (2.03) is less costly to investors than VIVAX (0.17). SVIFX is a more actively managed with annual turnover of: 132.00 vs. VIVAX (10.00). SVIFX has a lower initial minimum investment than VIVAX: SVIFX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 4.48 vs. SVIFX (-19.04). VIVAX return over 5 years is better than : 64.54 vs. SVIFX (-19.40).
| SVIFX | VIVAX | SVIFX / VIVAX | |
| Total Expense Ratio | 1.72 | 0.17 | 1,012% |
| Annual Report Gross Expense Ratio | 2.03 | 0.17 | 1,194% |
| Fund Existence | 30 years | 32 years | - |
| Gain YTD | -8.619 | -4.652 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 191B | 0% |
| Annual Yield % from dividends | 0.65 | 2.14 | 30% |
| Returns for 1 year | -19.04 | 4.48 | -425% |
| Returns for 3 years | -23.15 | 9.28 | -249% |
| Returns for 5 years | -19.40 | 64.54 | -30% |
| Returns for 10 years | -46.99 | 90.29 | -52% |