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SVIFX vs VIVAX
SVIFX vs VIVAX Comparison
Open Charts SVIFX vs VIVAX
Virtus Ceredex Large-Cap Value Equity C
Price$9.48
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets613.41M
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
SVIFX vs VIVAX Comparison Chart in %
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SVIFX vs. VIVAX commentary
Sep 09, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. SVIFX (613M). VIVAX pays higher dividends than SVIFX: VIVAX (1.99) vs SVIFX (0.62). 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 : 7.74 vs. SVIFX (-11.16). VIVAX return over 5 years is better than : 70.18 vs. SVIFX (-14.80).
| 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 | 4.862 | 7.845 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 613M | 203B | 0% |
| Annual Yield % from dividends | 0.62 | 1.99 | 31% |
| Returns for 1 year | -11.16 | 7.74 | -144% |
| Returns for 3 years | 1.44 | 36.63 | 4% |
| Returns for 5 years | -14.80 | 70.18 | -21% |
| Returns for 10 years | -33.00 | 131.64 | -25% |
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