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SVIFX vs VIVAX
SVIFX vs VIVAX Comparison
Open Charts SVIFX vs VIVAX
Virtus Ceredex Large-Cap Value Equity C
Price$11.31
Change-$0.11 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.61
Change-$0.42 (-0.62%)
VolumeN/A
CapitalizationN/A
SVIFX vs VIVAX Comparison Chart
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SVIFX vs. VIVAX commentary
Dec 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 StrongSell and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SVIFX (633M). 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 : 16.42 vs. SVIFX (13.09). VIVAX return over 5 years is better than : 44.64 vs. SVIFX (-16.47).
| 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 | 11.632 | 16.008 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 195B | 0% |
| Annual Yield % from dividends | 0.56 | 2.25 | 25% |
| Returns for 1 year | 13.09 | 16.42 | 80% |
| Returns for 3 years | -23.73 | 20.48 | -116% |
| Returns for 5 years | -16.47 | 44.64 | -37% |
| Returns for 10 years | -27.53 | 104.82 | -26% |
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