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DOXGX vs SVIIX
DOXGX vs SVIIX Comparison
Open Charts DOXGX vs SVIIX
Virtus Ceredex Large-Cap Value Equity A
Price$10.20
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets625.07M
DOXGX vs SVIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 117B vs. SVIIX (625M). 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 : 6.86 vs. SVIIX (-8.06).
| 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 | 8.021 | 5.809 | 138% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 625M | 18,720% |
| Annual Yield % from dividends | 1.47 | 0.95 | 155% |
| Returns for 1 year | 6.86 | -8.06 | -85% |
| Returns for 3 years | 31.09 | 3.85 | 808% |
| Returns for 5 years | N/A | -5.55 | - |
| Returns for 10 years | N/A | -31.03 | - |
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