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SVIFX vs VVIAX
SVIFX vs VVIAX Comparison
Open Charts SVIFX vs VVIAX
Virtus Ceredex Large-Cap Value Equity C
Price$9.41
Change-$0.06 (-0.63%)
VolumeN/A
Net Assets610.59M
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
SVIFX vs VVIAX Comparison Chart in %
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SVIFX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. SVIFX (611M). VVIAX pays higher dividends than SVIFX: VVIAX (2.18) vs SVIFX (0.63). 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 : 7.91 vs. SVIFX (-11.74). VVIAX return over 5 years is better than : 68.54 vs. SVIFX (-15.22).
| 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 | 3.978 | 6.517 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 611M | 196B | 0% |
| Annual Yield % from dividends | 0.63 | 2.18 | 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% |
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