Ad is loading...
SVIFX vs VVIAX
SVIFX vs VVIAX Comparison
Open Charts SVIFX vs VVIAX
Virtus Ceredex Large-Cap Value Equity C
Price$11.31
Change-$0.11 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.61
Change-$0.41 (-0.60%)
VolumeN/A
CapitalizationN/A
SVIFX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SVIFX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. SVIFX (633M). VVIAX pays higher dividends than SVIFX: VVIAX (2.36) vs SVIFX (0.56). SVIFX was incepted earlier than VVIAX: SVIFX (30 years) vs VVIAX (24 years). SVIFX is a more actively managed with annual turnover of: 132.00 vs. VVIAX (10.00). SVIFX has a lower initial minimum investment than VVIAX: SVIFX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 16.45 vs. SVIFX (13.09). VVIAX return over 5 years is better than : 44.62 vs. SVIFX (-16.47).
| SVIFX | VVIAX | SVIFX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 24 years | - |
| Gain YTD | 11.632 | 16.051 | 72% |
| 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 | 2.36 | 24% |
| Returns for 1 year | 13.09 | 16.45 | 80% |
| Returns for 3 years | -23.73 | 20.49 | -116% |
| Returns for 5 years | -16.47 | 44.62 | -37% |
| Returns for 10 years | -27.53 | 104.84 | -26% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers