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DODGX vs SVIFX
DODGX vs SVIFX Comparison
Open Charts DODGX vs SVIFX
Virtus Ceredex Large-Cap Value Equity C
Price$8.93
Change+$0.05 (+0.56%)
VolumeN/A
Net Assets269.56M
DODGX vs SVIFX Comparison Chart in %
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DODGX vs. SVIFX commentary
Jan 15, 2026
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 Buy and SVIFX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. SVIFX (270M). SVIFX pays higher dividends than DODGX: SVIFX (2.58) vs DODGX (1.32). 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 : 5.75 vs. SVIFX (-1.25). DODGX return over 5 years is better than : 41.71 vs. SVIFX (-28.78).
| 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 | 2.170 | 5.183 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 270M | 44,074% |
| Annual Yield % from dividends | 1.32 | 2.58 | 51% |
| Returns for 1 year | 5.75 | -1.25 | -459% |
| Returns for 3 years | 25.64 | -3.04 | -842% |
| Returns for 5 years | 41.71 | -28.78 | -145% |
| Returns for 10 years | 98.90 | -25.57 | -387% |
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