Interact to see
Advertisement
Advertisement
SVIIX vs VIVAX
SVIIX vs VIVAX Comparison
Open Charts SVIIX vs VIVAX
Virtus Ceredex Large-Cap Value Equity A
Price$10.16
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets613.41M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
SVIIX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SVIIX vs. VIVAX commentary
Sep 08, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. SVIIX (613M). VIVAX pays higher dividends than SVIIX: VIVAX (1.99) vs SVIIX (0.91). 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 : 7.74 vs. SVIIX (-9.56). VIVAX return over 5 years is better than : 70.18 vs. SVIIX (-9.96).
| 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 | 5.394 | 7.845 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 613M | 203B | 0% |
| Annual Yield % from dividends | 0.91 | 1.99 | 46% |
| Returns for 1 year | -9.56 | 7.74 | -123% |
| Returns for 3 years | 4.68 | 36.63 | 13% |
| Returns for 5 years | -9.96 | 70.18 | -14% |
| Returns for 10 years | -26.82 | 131.64 | -20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement