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SVIIX vs VIVAX
SVIIX vs VIVAX Comparison
Open Charts SVIIX vs VIVAX
Virtus Ceredex Large-Cap Value Equity A
Price$10.14
Change+$0.07 (+0.70%)
VolumeN/A
Net Assets632.74M
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
SVIIX vs VIVAX Comparison Chart
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SVIIX vs. VIVAX commentary
Jan 19, 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 SVIIX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SVIIX (633M). VIVAX pays higher dividends than SVIIX: VIVAX (2.25) vs SVIIX (1.26). SVIIX was incepted earlier than VIVAX: SVIIX (32 years) vs VIVAX (32 years). SVIIX is a more actively managed with annual turnover of: 132.00 vs. VIVAX (10.00). SVIIX has a lower initial minimum investment than VIVAX: SVIIX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 18.19 vs. SVIIX (-2.51). VIVAX return over 5 years is better than : 44.18 vs. SVIIX (-23.53).
| SVIIX | VIVAX | SVIIX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | 5.187 | 3.194 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 184B | 0% |
| Annual Yield % from dividends | 1.26 | 2.25 | 56% |
| Returns for 1 year | -2.51 | 18.19 | -14% |
| Returns for 3 years | -15.89 | 18.46 | -86% |
| Returns for 5 years | -23.53 | 44.18 | -53% |
| Returns for 10 years | -31.65 | 111.10 | -28% |
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