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DODGX vs SVIFX
DODGX vs SVIFX Comparison
Open Charts DODGX vs SVIFX
Virtus Ceredex Large-Cap Value Equity C
Price$9.63
Change+$0.08 (+0.84%)
VolumeN/A
Net Assets414.59M
DODGX vs SVIFX Comparison Chart in %
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DODGX vs. SVIFX commentary
Oct 21, 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 Buy and SVIFX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. SVIFX (415M). DODGX pays higher dividends than SVIFX: DODGX (1.33) vs SVIFX (0.61). DODGX was incepted earlier than SVIFX: DODGX (61 years) vs SVIFX (30 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 : 1.89 vs. SVIFX (-13.78). DODGX return over 5 years is better than : 73.74 vs. SVIFX (-15.10).
| 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 | 30 years | - |
| Gain YTD | 10.393 | 6.409 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 415M | 28,916% |
| Annual Yield % from dividends | 1.33 | 0.61 | 217% |
| Returns for 1 year | 1.89 | -13.78 | -14% |
| Returns for 3 years | 38.41 | 8.29 | 463% |
| Returns for 5 years | 73.74 | -15.10 | -488% |
| Returns for 10 years | 72.49 | -36.38 | -199% |
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