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SVIIX vs VIVAX
SVIIX vs VIVAX Comparison
Open Charts SVIIX vs VIVAX
Virtus Ceredex Large-Cap Value Equity A
Price$9.68
Change+$0.10 (+1.04%)
VolumeN/A
Net Assets530.11M
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
SVIIX vs VIVAX Comparison Chart
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SVIIX vs. VIVAX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. SVIIX (530M). VIVAX pays higher dividends than SVIIX: VIVAX (2.16) vs SVIIX (0.97). 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 : 6.81 vs. SVIIX (-13.58). VIVAX return over 5 years is better than : 58.70 vs. SVIIX (-16.01).
| 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 | -0.622 | 1.238 | -50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 189B | 0% |
| Annual Yield % from dividends | 0.97 | 2.16 | 45% |
| Returns for 1 year | -13.58 | 6.81 | -199% |
| Returns for 3 years | -11.76 | 18.51 | -64% |
| Returns for 5 years | -16.01 | 58.70 | -27% |
| Returns for 10 years | -36.40 | 102.90 | -35% |
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