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SVIIX vs VIVAX
SVIIX vs VIVAX Comparison
Open Charts SVIIX vs VIVAX
Virtus Ceredex Large-Cap Value Equity A
Price$10.45
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets258.1M
Vanguard Value Index I
Price$73.91
Change+$0.39 (+0.53%)
VolumeN/A
Net Assets207.95B
SVIIX vs VIVAX Comparison Chart in %
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SVIIX vs. VIVAX commentary
Nov 14, 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 SVIIX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. SVIIX (258M). VIVAX pays higher dividends than SVIIX: VIVAX (1.98) vs SVIIX (0.90). SVIIX was incepted earlier than VIVAX: SVIIX (33 years) vs VIVAX (33 years). SVIIX (1.25) is less costly to investors than VIVAX (0.17). SVIIX is a more actively managed with annual turnover of: 112.00 vs. VIVAX (9.00). SVIIX has a lower initial minimum investment than VIVAX: SVIIX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 6.68 vs. SVIIX (-13.46). VIVAX return over 5 years is better than : 66.34 vs. SVIIX (-14.79).
| SVIIX | VIVAX | SVIIX / VIVAX | |
| Total Expense Ratio | 1.24 | 0.17 | 729% |
| Annual Report Gross Expense Ratio | 1.25 | 0.17 | 735% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 8.402 | 11.965 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 208B | 0% |
| Annual Yield % from dividends | 0.90 | 1.98 | 46% |
| Returns for 1 year | -13.46 | 6.68 | -201% |
| Returns for 3 years | 2.94 | 33.49 | 9% |
| Returns for 5 years | -14.79 | 66.34 | -22% |
| Returns for 10 years | -28.33 | 135.00 | -21% |