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SVIIX vs VIVIX
SVIIX vs VIVIX Comparison
Open Charts SVIIX vs VIVIX
Virtus Ceredex Large-Cap Value Equity A
Price$10.16
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets613.41M
Vanguard Value Index I
Price$71.19
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
SVIIX vs VIVIX Comparison Chart in %
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SVIIX vs. VIVIX commentary
Sep 08, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 203B vs. SVIIX (613M). VIVIX pays higher dividends than SVIIX: VIVIX (2.11) vs SVIIX (0.91). SVIIX was incepted earlier than VIVIX: SVIIX (33 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 : 7.74 vs. SVIIX (-9.56). VIVIX return over 5 years is better than : 70.16 vs. SVIIX (-9.96).
| 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 | 33 years | 27 years | - |
| Gain YTD | 5.394 | 7.866 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 613M | 203B | 0% |
| Annual Yield % from dividends | 0.91 | 2.11 | 43% |
| Returns for 1 year | -9.56 | 7.74 | -124% |
| Returns for 3 years | 4.68 | 36.61 | 13% |
| Returns for 5 years | -9.96 | 70.16 | -14% |
| Returns for 10 years | -26.82 | 131.61 | -20% |