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SVIIX vs VIVAX
SVIIX vs VIVAX Comparison
Open Charts SVIIX vs VIVAX
Virtus Ceredex Large-Cap Value Equity A
Price$10.01
Change+$0.05 (+0.50%)
VolumeN/A
Net Assets618.9M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SVIIX vs VIVAX Comparison Chart in %
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SVIIX vs. VIVAX commentary
Jul 07, 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: 189B vs. SVIIX (619M). VIVAX pays higher dividends than SVIIX: VIVAX (2.06) vs SVIIX (0.95). SVIIX was incepted earlier than VIVAX: SVIIX (32 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 : 12.04 vs. SVIIX (-8.05). VIVAX return over 5 years is better than : 80.14 vs. SVIIX (-2.68).
| SVIIX | VIVAX | SVIIX / VIVAX | |
| Total Expense Ratio | 1.24 | 0.17 | 729% |
| Annual Report Gross Expense Ratio | 1.25 | 0.17 | 735% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | 3.838 | 6.209 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 189B | 0% |
| Annual Yield % from dividends | 0.95 | 2.06 | 46% |
| Returns for 1 year | -8.05 | 12.04 | -67% |
| Returns for 3 years | 5.34 | 35.16 | 15% |
| Returns for 5 years | -2.68 | 80.14 | -3% |
| Returns for 10 years | -32.61 | 115.74 | -28% |