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SVIFX vs VVIAX
SVIFX vs VVIAX Comparison
Open Charts SVIFX vs VVIAX
Virtus Ceredex Large-Cap Value Equity C
Price$9.06
Change-$0.12 (-1.31%)
VolumeN/A
Net Assets573.24M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
SVIFX vs VVIAX Comparison Chart
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SVIFX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. SVIFX (573M). VVIAX pays higher dividends than SVIFX: VVIAX (2.28) vs SVIFX (0.65). 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 : 8.01 vs. SVIFX (-14.47). VVIAX return over 5 years is better than : 72.56 vs. SVIFX (-14.46).
| 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 | 0.110 | 2.436 | 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 | 2.28 | 29% |
| Returns for 1 year | -14.47 | 8.01 | -181% |
| Returns for 3 years | -3.86 | 32.19 | -12% |
| Returns for 5 years | -14.46 | 72.56 | -20% |
| Returns for 10 years | -41.86 | 103.54 | -40% |
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