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SVIFX vs VIVAX
SVIFX vs VIVAX Comparison
Open Charts SVIFX vs VIVAX
Virtus Ceredex Large-Cap Value Equity C
Price$9.06
Change-$0.12 (-1.31%)
VolumeN/A
Net Assets573.24M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
SVIFX vs VIVAX Comparison Chart
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SVIFX vs. VIVAX commentary
Jun 15, 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 SVIFX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. SVIFX (573M). VIVAX pays higher dividends than SVIFX: VIVAX (2.16) vs SVIFX (0.65). SVIFX was incepted earlier than VIVAX: SVIFX (30 years) vs VIVAX (33 years). SVIFX (2.04) is less costly to investors than VIVAX (0.17). SVIFX is a more actively managed with annual turnover of: 112.00 vs. VIVAX (9.00). SVIFX has a lower initial minimum investment than VIVAX: SVIFX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. SVIFX (-14.47). VIVAX return over 5 years is better than : 72.56 vs. SVIFX (-14.46).
| SVIFX | VIVAX | SVIFX / VIVAX | |
| Total Expense Ratio | 1.72 | 0.17 | 1,012% |
| Annual Report Gross Expense Ratio | 2.04 | 0.17 | 1,200% |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | 0.110 | 2.419 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 573M | 189B | 0% |
| Annual Yield % from dividends | 0.65 | 2.16 | 30% |
| Returns for 1 year | -14.47 | 8.01 | -181% |
| Returns for 3 years | -3.86 | 32.20 | -12% |
| Returns for 5 years | -14.46 | 72.56 | -20% |
| Returns for 10 years | -41.86 | 103.54 | -40% |
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