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SVIIX vs VVIAX
SVIIX vs VVIAX Comparison
Open Charts SVIIX vs VVIAX
Virtus Ceredex Large-Cap Value Equity A
Price$10.01
Change+$0.05 (+0.50%)
VolumeN/A
Net Assets618.9M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SVIIX vs VVIAX Comparison Chart in %
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SVIIX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. SVIIX (619M). VVIAX pays higher dividends than SVIIX: VVIAX (2.18) vs SVIIX (0.95). SVIIX was incepted earlier than VVIAX: SVIIX (32 years) vs VVIAX (25 years). SVIIX (1.25) is less costly to investors than VVIAX (0.05). SVIIX is a more actively managed with annual turnover of: 112.00 vs. VVIAX (9.00). SVIIX has a lower initial minimum investment than VVIAX: SVIIX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. SVIIX (-8.05). VVIAX return over 5 years is better than : 80.13 vs. SVIIX (-2.68).
| SVIIX | VVIAX | SVIIX / VVIAX | |
| Total Expense Ratio | 1.24 | 0.05 | 2,480% |
| Annual Report Gross Expense Ratio | 1.25 | 0.05 | 2,500% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 3.838 | 6.198 | 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 | 2.18 | 43% |
| Returns for 1 year | -8.05 | 12.03 | -67% |
| Returns for 3 years | 5.34 | 35.17 | 15% |
| Returns for 5 years | -2.68 | 80.13 | -3% |
| Returns for 10 years | -32.61 | 115.67 | -28% |
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