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SVIIX vs VIVAX
SVIIX vs VIVAX Comparison
Open Charts SVIIX vs VIVAX
Virtus Ceredex Large-Cap Value Equity A
Price$9.11
Change+$0.72 (+8.58%)
VolumeN/A
Net Assets490.57M
Vanguard Value Index I
Price$63.95
Change+$3.94 (+6.57%)
VolumeN/A
Net Assets190.51B
SVIIX vs VIVAX Comparison Chart
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SVIIX vs. VIVAX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. SVIIX (491M). VIVAX pays higher dividends than SVIIX: VIVAX (2.14) vs SVIIX (0.96). SVIIX was incepted earlier than VIVAX: SVIIX (32 years) vs VIVAX (32 years). SVIIX (1.28) is less costly to investors than VIVAX (0.17). 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 : -4.28 vs. SVIIX (-25.31). VIVAX return over 5 years is better than : 58.34 vs. SVIIX (-17.59).
| SVIIX | VIVAX | SVIIX / VIVAX | |
| Total Expense Ratio | 1.24 | 0.17 | 729% |
| Annual Report Gross Expense Ratio | 1.28 | 0.17 | 753% |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | -12.967 | -9.134 | 142% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 491M | 191B | 0% |
| Annual Yield % from dividends | 0.96 | 2.14 | 45% |
| Returns for 1 year | -25.31 | -4.28 | 591% |
| Returns for 3 years | -25.89 | 3.07 | -843% |
| Returns for 5 years | -17.59 | 58.34 | -30% |
| Returns for 10 years | -44.96 | 81.51 | -55% |
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