SVIIX
Price
$10.22
Change
+$0.06 (+0.59%)
Updated
Oct 17 closing price
Net Assets
414.59M
VIVAX
Price
$72.44
Change
+$0.36 (+0.50%)
Updated
Oct 17 closing price
Net Assets
207.8B
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SVIIX vs VIVAX

Header iconSVIIX vs VIVAX Comparison
Open Charts SVIIX vs VIVAXBanner chart's image
Virtus Ceredex Large-Cap Value Equity A
Price$10.22
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets414.59M
Vanguard Value Index I
Price$72.44
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
SVIIX vs VIVAX Comparison Chart in %
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VS
SVIIX vs. VIVAX commentary
Oct 19, 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.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. SVIIX (415M). VIVAX pays higher dividends than SVIIX: VIVAX (1.97) 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 : 4.63 vs. SVIIX (-13.01). VIVAX return over 5 years is better than : 71.78 vs. SVIIX (-12.38).
SVIIXVIVAXSVIIX / VIVAX
Total Expense Ratio1.240.17729%
Annual Report Gross Expense Ratio1.250.17735%
Fund Existence33 years33 years-
Gain YTD6.0179.73862%
Front Load6%N/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets415M208B0%
Annual Yield % from dividends0.911.9746%
Returns for 1 year-13.014.63-281%
Returns for 3 years10.4742.9924%
Returns for 5 years-12.3871.78-17%
Returns for 10 years-29.65129.45-23%
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