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SVIFX vs VIVAX
SVIFX vs VIVAX Comparison
Open Charts SVIFX vs VIVAX
Virtus Ceredex Large-Cap Value Equity C
Price$11.23
Change-$0.01 (-0.09%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.30
Change-$0.08 (-0.12%)
VolumeN/A
CapitalizationN/A
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SVIFX vs VIVAX Comparison Chart
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SVIFX vs. VIVAX commentary
Oct 18, 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 SVIFX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 186B vs. SVIFX (638M). VIVAX pays higher dividends than SVIFX: VIVAX (2.25) vs SVIFX (0.56). SVIFX was incepted earlier than VIVAX: SVIFX (29 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 : 27.95 vs. SVIFX (21.73). VIVAX return over 5 years is better than : 59.60 vs. SVIFX (-11.75).
| SVIFX | VIVAX | SVIFX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 32 years | - |
| Gain YTD | 9.873 | 19.045 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 186B | 0% |
| Annual Yield % from dividends | 0.56 | 2.25 | 25% |
| Returns for 1 year | 21.73 | 27.95 | 78% |
| Returns for 3 years | -23.47 | 26.38 | -89% |
| Returns for 5 years | -11.75 | 59.60 | -20% |
| Returns for 10 years | -27.42 | 130.56 | -21% |
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