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SVIFX vs VIVAX
SVIFX vs VIVAX Comparison
Open Charts SVIFX vs VIVAX
Virtus Ceredex Large-Cap Value Equity C
Price$9.27
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets607.84M
Vanguard Value Index I
Price$69.05
Change+$0.32 (+0.47%)
VolumeN/A
Net Assets195.18B
SVIFX vs VIVAX Comparison Chart in %
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SVIFX vs. VIVAX commentary
Jul 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SVIFX (608M). VIVAX pays higher dividends than SVIFX: VIVAX (2.06) vs SVIFX (0.64). SVIFX was incepted earlier than VIVAX: SVIFX (30 years) vs VIVAX (33 years). SVIFX (2.04) is less costly to investors than VIVAX (0.17). SVIFX is a more actively managed with annual turnover of: 112.00 vs. VIVAX (9.00). 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 : 5.39 vs. SVIFX (-15.09). VIVAX return over 5 years is better than : 70.22 vs. SVIFX (-13.19).
| SVIFX | VIVAX | SVIFX / VIVAX | |
| Total Expense Ratio | 1.72 | 0.17 | 1,012% |
| Annual Report Gross Expense Ratio | 2.04 | 0.17 | 1,200% |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | 1.989 | 4.089 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 608M | 195B | 0% |
| Annual Yield % from dividends | 0.64 | 2.06 | 31% |
| Returns for 1 year | -15.09 | 5.39 | -280% |
| Returns for 3 years | 0.35 | 33.38 | 1% |
| Returns for 5 years | -13.19 | 70.22 | -19% |
| Returns for 10 years | -39.71 | 107.11 | -37% |
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