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SVIIX vs VIVAX
SVIIX vs VIVAX Comparison
Open Charts SVIIX vs VIVAX
Virtus Ceredex Large-Cap Value Equity A
Price$9.27
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets263.16M
Vanguard Value Index I
Price$75.23
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets215.53B
SVIIX vs VIVAX Comparison Chart in %
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SVIIX vs. VIVAX commentary
Dec 27, 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: 216B vs. SVIIX (263M). 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 : 12.38 vs. SVIIX (-5.12). VIVAX return over 5 years is better than : 64.90 vs. SVIIX (-26.39).
| 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 | -3.838 | 13.965 | -27% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 216B | 0% |
| Annual Yield % from dividends | 0.89 | 1.93 | 46% |
| Returns for 1 year | -5.12 | 12.38 | -41% |
| Returns for 3 years | -1.50 | 37.39 | -4% |
| Returns for 5 years | -26.39 | 64.90 | -41% |
| Returns for 10 years | -31.47 | 133.35 | -24% |
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