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SVIIX vs VVIAX
SVIIX vs VVIAX Comparison
Open Charts SVIIX vs VVIAX
Virtus Ceredex Large-Cap Value Equity A
Price$10.22
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets414.59M
Vanguard Value Index Adm
Price$72.42
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
SVIIX vs VVIAX Comparison Chart in %
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SVIIX vs. VVIAX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SVIIX (415M). VVIAX pays higher dividends than SVIIX: VVIAX (2.08) vs SVIIX (0.91). SVIIX was incepted earlier than VVIAX: SVIIX (33 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 : 4.64 vs. SVIIX (-13.01). VVIAX return over 5 years is better than : 71.80 vs. SVIIX (-12.38).
| 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 | 33 years | 25 years | - |
| Gain YTD | 6.017 | 9.746 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 415M | 208B | 0% |
| Annual Yield % from dividends | 0.91 | 2.08 | 44% |
| Returns for 1 year | -13.01 | 4.64 | -280% |
| Returns for 3 years | 10.47 | 43.00 | 24% |
| Returns for 5 years | -12.38 | 71.80 | -17% |
| Returns for 10 years | -29.65 | 129.42 | -23% |
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