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DOXGX vs SVIIX
DOXGX vs SVIIX Comparison
Open Charts DOXGX vs SVIIX
Virtus Ceredex Large-Cap Value Equity A
Price$10.01
Change+$0.05 (+0.50%)
VolumeN/A
Net Assets618.9M
DOXGX vs SVIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 114B vs. SVIIX (619M). DOXGX pays higher dividends than SVIIX: DOXGX (1.47) vs SVIIX (0.95). DOXGX was incepted earlier than SVIIX: DOXGX (3 years) vs SVIIX (32 years). SVIIX (1.25) is less costly to investors than DOXGX (0.46). SVIIX is a more actively managed with annual turnover of: 112.00 vs. DOXGX (15.00). DOXGX (2500) and SVIIX (2500) have matching initial minimum investment requirements. DOXGX annual gain was more profitable for investors over the last year : 8.43 vs. SVIIX (-8.05).
| DOXGX | SVIIX | DOXGX / SVIIX | |
| Total Expense Ratio | 0.41 | 1.24 | 33% |
| Annual Report Gross Expense Ratio | 0.46 | 1.25 | 37% |
| Fund Existence | 3 years | 32 years | - |
| Gain YTD | 7.699 | 3.838 | 201% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 619M | 18,417% |
| Annual Yield % from dividends | 1.47 | 0.95 | 155% |
| Returns for 1 year | 8.43 | -8.05 | -105% |
| Returns for 3 years | 32.25 | 5.34 | 604% |
| Returns for 5 years | N/A | -2.68 | - |
| Returns for 10 years | N/A | -32.61 | - |
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