Interact to see
Advertisement
Advertisement
SVIFX vs VIVIX
SVIFX vs VIVIX Comparison
Open Charts SVIFX vs VIVIX
Virtus Ceredex Large-Cap Value Equity C
Price$9.41
Change-$0.06 (-0.63%)
VolumeN/A
Net Assets610.59M
Vanguard Value Index I
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
SVIFX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SVIFX vs. VIVIX commentary
Aug 18, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. SVIFX (611M). VIVIX pays higher dividends than SVIFX: VIVIX (2.19) vs SVIFX (0.63). SVIFX was incepted earlier than VIVIX: SVIFX (30 years) vs VIVIX (27 years). SVIFX (2.04) is less costly to investors than VIVIX (0.04). SVIFX is a more actively managed with annual turnover of: 112.00 vs. VIVIX (9.00). SVIFX has a lower initial minimum investment than VIVIX: SVIFX (2500) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.91 vs. SVIFX (-11.74). VIVIX return over 5 years is better than : 68.54 vs. SVIFX (-15.22).
| SVIFX | VIVIX | SVIFX / VIVIX | |
| Total Expense Ratio | 1.72 | 0.04 | 4,300% |
| Annual Report Gross Expense Ratio | 2.04 | 0.04 | 5,100% |
| Fund Existence | 30 years | 27 years | - |
| Gain YTD | 3.978 | 6.533 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 611M | 196B | 0% |
| Annual Yield % from dividends | 0.63 | 2.19 | 29% |
| Returns for 1 year | -11.74 | 7.91 | -149% |
| Returns for 3 years | -7.93 | 25.93 | -31% |
| Returns for 5 years | -15.22 | 68.54 | -22% |
| Returns for 10 years | -37.80 | 114.61 | -33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement