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SVIFX vs VIVAX
SVIFX vs VIVAX Comparison
Open Charts SVIFX vs VIVAX
Virtus Ceredex Large-Cap Value Equity C
Price$8.98
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets530.11M
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
SVIFX vs VIVAX Comparison Chart
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SVIFX vs. VIVAX commentary
Jun 07, 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: 189B vs. SVIFX (530M). VIVAX pays higher dividends than SVIFX: VIVAX (2.16) vs SVIFX (0.65). 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 : 6.81 vs. SVIFX (-15.03). VIVAX return over 5 years is better than : 58.70 vs. SVIFX (-20.24).
| 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 | -0.552 | 1.238 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 189B | 0% |
| Annual Yield % from dividends | 0.65 | 2.16 | 30% |
| Returns for 1 year | -15.03 | 6.81 | -221% |
| Returns for 3 years | -13.60 | 18.51 | -73% |
| Returns for 5 years | -20.24 | 58.70 | -34% |
| Returns for 10 years | -41.42 | 102.90 | -40% |
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