Interact to see
Advertisement
Advertisement
SVIFX vs VIVAX
SVIFX vs VIVAX Comparison
Open Charts SVIFX vs VIVAX
Virtus Ceredex Large-Cap Value Equity C
Price$9.07
Change+$0.09 (+1.00%)
VolumeN/A
Net Assets581.04M
Vanguard Value Index I
Price$68.71
Change+$0.48 (+0.70%)
VolumeN/A
Net Assets188.77B
SVIFX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SVIFX vs. VIVAX commentary
Jun 27, 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: 189B vs. SVIFX (581M). 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 : 8.64 vs. SVIFX (-13.43). VIVAX return over 5 years is better than : 80.98 vs. SVIFX (-8.58).
| 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 | -0.773 | 3.312 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 581M | 189B | 0% |
| Annual Yield % from dividends | 0.65 | 2.16 | 30% |
| Returns for 1 year | -13.43 | 8.64 | -156% |
| Returns for 3 years | -3.50 | 30.67 | -11% |
| Returns for 5 years | -8.58 | 80.98 | -11% |
| Returns for 10 years | -40.97 | 110.43 | -37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement