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SVIIX vs VVIAX
SVIIX vs VVIAX Comparison
Open Charts SVIIX vs VVIAX
Virtus Ceredex Large-Cap Value Equity A
Price$12.07
Change-$0.06 (-0.49%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
SVIIX vs VVIAX Comparison Chart
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SVIIX vs. VVIAX 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 VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. SVIIX (641M). VVIAX pays higher dividends than SVIIX: VVIAX (2.36) vs SVIIX (1.26). SVIIX was incepted earlier than VVIAX: SVIIX (32 years) vs VVIAX (24 years). SVIIX is a more actively managed with annual turnover of: 132.00 vs. VVIAX (10.00). SVIIX has a lower initial minimum investment than VVIAX: SVIIX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 25.54 vs. SVIIX (21.86). VVIAX return over 5 years is better than : 50.78 vs. SVIIX (-10.96).
| SVIIX | VVIAX | SVIIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 12.279 | 17.922 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 641M | 184B | 0% |
| Annual Yield % from dividends | 1.26 | 2.36 | 53% |
| Returns for 1 year | 21.86 | 25.54 | 86% |
| Returns for 3 years | -23.26 | 21.55 | -108% |
| Returns for 5 years | -10.96 | 50.78 | -22% |
| Returns for 10 years | -27.25 | 110.49 | -25% |
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