Interact to see
Advertisement
Advertisement
DODGX vs SVIFX
DODGX vs SVIFX Comparison
Open Charts DODGX vs SVIFX
Virtus Ceredex Large-Cap Value Equity C
Price$8.60
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets262.05M
DODGX vs SVIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DODGX vs. SVIFX commentary
Dec 25, 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 DODGX is a Hold and SVIFX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. SVIFX (262M). DODGX pays higher dividends than SVIFX: DODGX (1.32) vs SVIFX (0.60). DODGX was incepted earlier than SVIFX: DODGX (61 years) vs SVIFX (31 years). SVIFX (2.04) is less costly to investors than DODGX (0.51). SVIFX is a more actively managed with annual turnover of: 112.00 vs. DODGX (15.00). DODGX (2500) and SVIFX (2500) have matching initial minimum investment requirements. DODGX annual gain was more profitable for investors over the last year : 3.96 vs. SVIFX (-6.01). DODGX return over 5 years is better than : 48.85 vs. SVIFX (-30.73).
| DODGX | SVIFX | DODGX / SVIFX | |
| Total Expense Ratio | 0.51 | 1.72 | 30% |
| Annual Report Gross Expense Ratio | 0.51 | 2.04 | 25% |
| Fund Existence | 61 years | 31 years | - |
| Gain YTD | 5.303 | -4.972 | -107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 262M | 45,420% |
| Annual Yield % from dividends | 1.32 | 0.60 | 219% |
| Returns for 1 year | 3.96 | -6.01 | -66% |
| Returns for 3 years | 29.78 | -4.41 | -675% |
| Returns for 5 years | 48.85 | -30.73 | -159% |
| Returns for 10 years | 75.88 | -37.20 | -204% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers