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SVIIX vs VIVIX
SVIIX vs VIVIX Comparison
Open Charts SVIIX vs VIVIX
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$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SVIIX vs VIVIX Comparison Chart in %
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SVIIX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. SVIIX (619M). VIVIX pays higher dividends than SVIIX: VIVIX (2.19) vs SVIIX (0.95). SVIIX was incepted earlier than VIVIX: SVIIX (32 years) vs VIVIX (27 years). SVIIX (1.25) is less costly to investors than VIVIX (0.04). SVIIX is a more actively managed with annual turnover of: 112.00 vs. VIVIX (9.00). SVIIX has a lower initial minimum investment than VIVIX: SVIIX (2500) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 12.05 vs. SVIIX (-8.05). VIVIX return over 5 years is better than : 80.14 vs. SVIIX (-2.68).
| SVIIX | VIVIX | SVIIX / VIVIX | |
| Total Expense Ratio | 1.24 | 0.04 | 3,100% |
| Annual Report Gross Expense Ratio | 1.25 | 0.04 | 3,125% |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | 3.838 | 6.215 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 189B | 0% |
| Annual Yield % from dividends | 0.95 | 2.19 | 43% |
| Returns for 1 year | -8.05 | 12.05 | -67% |
| Returns for 3 years | 5.34 | 35.17 | 15% |
| Returns for 5 years | -2.68 | 80.14 | -3% |
| Returns for 10 years | -32.61 | 115.68 | -28% |
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