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SVIIX vs VIVIX
SVIIX vs VIVIX Comparison
Open Charts SVIIX vs VIVIX
Virtus Ceredex Large-Cap Value Equity A
Price$12.07
Change-$0.06 (-0.49%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.70
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
SVIIX vs VIVIX Comparison Chart
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SVIIX vs. VIVIX commentary
Nov 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 SVIIX is a Sell and VIVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. SVIIX (641M). VIVIX pays higher dividends than SVIIX: VIVIX (2.37) vs SVIIX (1.26). SVIIX was incepted earlier than VIVIX: SVIIX (32 years) vs VIVIX (26 years). SVIIX is a more actively managed with annual turnover of: 132.00 vs. VIVIX (10.00). SVIIX has a lower initial minimum investment than VIVIX: SVIIX (2500) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 25.54 vs. SVIIX (21.86). VIVIX return over 5 years is better than : 50.79 vs. SVIIX (-10.96).
| SVIIX | VIVIX | SVIIX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | 12.279 | 17.922 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 641M | 184B | 0% |
| Annual Yield % from dividends | 1.26 | 2.37 | 53% |
| Returns for 1 year | 21.86 | 25.54 | 86% |
| Returns for 3 years | -23.26 | 21.57 | -108% |
| Returns for 5 years | -10.96 | 50.79 | -22% |
| Returns for 10 years | -27.25 | 110.50 | -25% |