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SVIFX vs VIVAX
SVIFX vs VIVAX Comparison
Open Charts SVIFX vs VIVAX
Virtus Ceredex Large-Cap Value Equity C
Price$9.06
Change+$0.31 (+3.54%)
VolumeN/A
Net Assets523.37M
Vanguard Value Index I
Price$66.92
Change+$1.33 (+2.03%)
VolumeN/A
Net Assets183.65B
SVIFX vs VIVAX Comparison Chart
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SVIFX vs. VIVAX commentary
May 13, 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: 184B vs. SVIFX (523M). VIVAX pays higher dividends than SVIFX: VIVAX (2.22) vs SVIFX (0.68). 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 : 4.23 vs. SVIFX (-17.93). VIVAX return over 5 years is better than : 81.36 vs. SVIFX (-10.47).
| 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 | -3.315 | -0.685 | 484% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 184B | 0% |
| Annual Yield % from dividends | 0.68 | 2.22 | 30% |
| Returns for 1 year | -17.93 | 4.23 | -424% |
| Returns for 3 years | -13.47 | 20.22 | -67% |
| Returns for 5 years | -10.47 | 81.36 | -13% |
| Returns for 10 years | -44.05 | 95.32 | -46% |
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