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SVIIX vs VIVAX
SVIIX vs VIVAX Comparison
Open Charts SVIIX vs VIVAX
Virtus Ceredex Large-Cap Value Equity A
Price$9.89
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets602.62M
Vanguard Value Index I
Price$69.00
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
SVIIX vs VIVAX Comparison Chart in %
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SVIIX vs. VIVAX commentary
Aug 08, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. SVIIX (603M). VIVAX pays higher dividends than SVIIX: VIVAX (2.06) vs SVIIX (0.93). SVIIX was incepted earlier than VIVAX: SVIIX (32 years) vs VIVAX (33 years). SVIIX (1.25) is less costly to investors than VIVAX (0.17). SVIIX is a more actively managed with annual turnover of: 112.00 vs. VIVAX (9.00). 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 : 10.52 vs. SVIIX (-7.38). VIVAX return over 5 years is better than : 67.38 vs. SVIIX (-10.61).
| SVIIX | VIVAX | SVIIX / VIVAX | |
| Total Expense Ratio | 1.24 | 0.17 | 729% |
| Annual Report Gross Expense Ratio | 1.25 | 0.17 | 735% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | 2.697 | 4.604 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 196B | 0% |
| Annual Yield % from dividends | 0.93 | 2.06 | 45% |
| Returns for 1 year | -7.38 | 10.52 | -70% |
| Returns for 3 years | -2.84 | 28.85 | -10% |
| Returns for 5 years | -10.61 | 67.38 | -16% |
| Returns for 10 years | -33.59 | 109.96 | -31% |
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