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DODGX vs SVIIX
DODGX vs SVIIX Comparison
Open Charts DODGX vs SVIIX
Virtus Ceredex Large-Cap Value Equity A
Price$10.16
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets613.41M
DODGX vs SVIIX Comparison Chart in %
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DODGX vs. SVIIX commentary
Sep 08, 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 SVIIX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. SVIIX (613M). DODGX pays higher dividends than SVIIX: DODGX (1.34) vs SVIIX (0.91). DODGX was incepted earlier than SVIIX: DODGX (61 years) vs SVIIX (33 years). SVIIX (1.25) is less costly to investors than DODGX (0.51). SVIIX is a more actively managed with annual turnover of: 112.00 vs. DODGX (15.00). DODGX (2500) and SVIIX (2500) have matching initial minimum investment requirements. DODGX annual gain was more profitable for investors over the last year : 5.19 vs. SVIIX (-9.56). DODGX return over 5 years is better than : 69.07 vs. SVIIX (-9.96).
| DODGX | SVIIX | DODGX / SVIIX | |
| Total Expense Ratio | 0.51 | 1.24 | 41% |
| Annual Report Gross Expense Ratio | 0.51 | 1.25 | 41% |
| Fund Existence | 61 years | 33 years | - |
| Gain YTD | 8.992 | 5.394 | 167% |
| Front Load | N/A | 6% | - |
| 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 | 0.91 | 146% |
| Returns for 1 year | 5.19 | -9.56 | -54% |
| Returns for 3 years | 33.89 | 4.68 | 725% |
| Returns for 5 years | 69.07 | -9.96 | -693% |
| Returns for 10 years | 76.03 | -26.82 | -283% |
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