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SVIFX vs VIVAX
SVIFX vs VIVAX Comparison
Open Charts SVIFX vs VIVAX
Virtus Ceredex Large-Cap Value Equity C
Price$9.45
Change-$0.18 (-1.87%)
VolumeN/A
Net Assets609.09M
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
SVIFX vs VIVAX Comparison Chart
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SVIFX vs. VIVAX commentary
Feb 23, 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 StrongBuy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. SVIFX (609M). VIVAX pays higher dividends than SVIFX: VIVAX (2.25) vs SVIFX (0.56). SVIFX was incepted earlier than VIVAX: SVIFX (30 years) vs VIVAX (32 years). 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 : 13.43 vs. SVIFX (-8.29). VIVAX return over 5 years is better than : 47.22 vs. SVIFX (-28.21).
| SVIFX | VIVAX | SVIFX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 32 years | - |
| Gain YTD | 4.420 | 4.148 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 609M | 193B | 0% |
| Annual Yield % from dividends | 0.56 | 2.25 | 25% |
| Returns for 1 year | -8.29 | 13.43 | -62% |
| Returns for 3 years | -13.99 | 23.92 | -58% |
| Returns for 5 years | -28.21 | 47.22 | -60% |
| Returns for 10 years | -39.76 | 105.56 | -38% |
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