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DODGX vs SVIFX
DODGX vs SVIFX Comparison
Open Charts DODGX vs SVIFX
Virtus Ceredex Large-Cap Value Equity C
Price$9.81
Change+$0.11 (+1.13%)
VolumeN/A
Net Assets254.96M
DODGX vs SVIFX Comparison Chart in %
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DODGX vs. SVIFX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. SVIFX (255M). 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 : -1.77 vs. SVIFX (-16.87). DODGX return over 5 years is better than : 47.44 vs. SVIFX (-21.07).
| 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 | 9.268 | 7.514 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 255M | 46,667% |
| Annual Yield % from dividends | 1.32 | 0.60 | 219% |
| Returns for 1 year | -1.77 | -16.87 | 10% |
| Returns for 3 years | 23.69 | -2.46 | -965% |
| Returns for 5 years | 47.44 | -21.07 | -225% |
| Returns for 10 years | 70.88 | -36.16 | -196% |
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