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SVIFX vs VVIAX
SVIFX vs VVIAX Comparison
Open Charts SVIFX vs VVIAX
Virtus Ceredex Large-Cap Value Equity C
Price$9.54
Change+$0.05 (+0.53%)
VolumeN/A
Net Assets625.07M
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
SVIFX vs VVIAX Comparison Chart in %
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SVIFX vs. VVIAX commentary
Jul 27, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. SVIFX (625M). VVIAX pays higher dividends than SVIFX: VVIAX (2.18) vs SVIFX (0.64). SVIFX was incepted earlier than VVIAX: SVIFX (30 years) vs VVIAX (25 years). SVIFX (2.04) is less costly to investors than VVIAX (0.05). SVIFX is a more actively managed with annual turnover of: 112.00 vs. VVIAX (9.00). SVIFX has a lower initial minimum investment than VVIAX: SVIFX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 9.75 vs. SVIFX (-9.60). VVIAX return over 5 years is better than : 74.87 vs. SVIFX (-10.60).
| SVIFX | VVIAX | SVIFX / VVIAX | |
| Total Expense Ratio | 1.72 | 0.05 | 3,440% |
| Annual Report Gross Expense Ratio | 2.04 | 0.05 | 4,080% |
| Fund Existence | 30 years | 25 years | - |
| Gain YTD | 5.414 | 6.714 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 625M | 195B | 0% |
| Annual Yield % from dividends | 0.64 | 2.18 | 29% |
| Returns for 1 year | -9.60 | 9.75 | -98% |
| Returns for 3 years | 0.71 | 34.32 | 2% |
| Returns for 5 years | -10.60 | 74.87 | -14% |
| Returns for 10 years | -36.78 | 116.26 | -32% |
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