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DODGX vs SVIFX
DODGX vs SVIFX Comparison
Open Charts DODGX vs SVIFX
Virtus Ceredex Large-Cap Value Equity C
Price$9.48
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets613.41M
DODGX vs SVIFX Comparison Chart in %
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DODGX vs. SVIFX commentary
Sep 09, 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: 116B vs. SVIFX (613M). DODGX pays higher dividends than SVIFX: DODGX (1.34) vs SVIFX (0.62). 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 : 5.19 vs. SVIFX (-11.16). DODGX return over 5 years is better than : 69.07 vs. SVIFX (-14.80).
| 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 | 8.992 | 4.862 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 613M | 18,923% |
| Annual Yield % from dividends | 1.34 | 0.62 | 217% |
| Returns for 1 year | 5.19 | -11.16 | -46% |
| Returns for 3 years | 33.89 | 1.44 | 2,351% |
| Returns for 5 years | 69.07 | -14.80 | -467% |
| Returns for 10 years | 76.03 | -33.00 | -230% |
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