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SVIIX vs VVIAX
SVIIX vs VVIAX Comparison
Open Charts SVIIX vs VVIAX
Virtus Ceredex Large-Cap Value Equity A
Price$9.89
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets602.62M
Vanguard Value Index Adm
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
SVIIX vs VVIAX Comparison Chart in %
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SVIIX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. SVIIX (603M). VVIAX pays higher dividends than SVIIX: VVIAX (2.18) vs SVIIX (0.93). SVIIX was incepted earlier than VVIAX: SVIIX (32 years) vs VVIAX (25 years). SVIIX (1.25) is less costly to investors than VVIAX (0.05). SVIIX is a more actively managed with annual turnover of: 112.00 vs. VVIAX (9.00). 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 : 10.51 vs. SVIIX (-7.38). VVIAX return over 5 years is better than : 67.40 vs. SVIIX (-10.61).
| SVIIX | VVIAX | SVIIX / VVIAX | |
| Total Expense Ratio | 1.24 | 0.05 | 2,480% |
| Annual Report Gross Expense Ratio | 1.25 | 0.05 | 2,500% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 2.697 | 4.608 | 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 | 2.18 | 43% |
| Returns for 1 year | -7.38 | 10.51 | -70% |
| Returns for 3 years | -2.84 | 28.85 | -10% |
| Returns for 5 years | -10.61 | 67.40 | -16% |
| Returns for 10 years | -33.59 | 109.93 | -31% |
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