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SVIIX vs VIVAX
SVIIX vs VIVAX Comparison
Open Charts SVIIX vs VIVAX
Virtus Ceredex Large-Cap Value Equity A
Price$10.38
Change-$0.04 (-0.38%)
VolumeN/A
Net Assets253.29M
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
SVIIX vs VIVAX Comparison Chart in %
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SVIIX vs. VIVAX commentary
Dec 04, 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 Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. SVIIX (253M). VIVAX pays higher dividends than SVIIX: VIVAX (1.93) vs SVIIX (0.89). 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 : 4.76 vs. SVIIX (-15.51). VIVAX return over 5 years is better than : 61.14 vs. SVIIX (-16.71).
| 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 | 8.091 | 11.753 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253M | 208B | 0% |
| Annual Yield % from dividends | 0.89 | 1.93 | 46% |
| Returns for 1 year | -15.51 | 4.76 | -326% |
| Returns for 3 years | 0.63 | 29.79 | 2% |
| Returns for 5 years | -16.71 | 61.14 | -27% |
| Returns for 10 years | -30.32 | 127.21 | -24% |
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