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SVIIX vs VVIAX
SVIIX vs VVIAX Comparison
Open Charts SVIIX vs VVIAX
Virtus Ceredex Large-Cap Value Equity A
Price$9.27
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets263.16M
Vanguard Value Index Adm
Price$75.21
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets215.53B
SVIIX vs VVIAX Comparison Chart in %
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SVIIX vs. VVIAX commentary
Dec 28, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 216B vs. SVIIX (263M). VVIAX pays higher dividends than SVIIX: VVIAX (2.04) vs SVIIX (0.89). SVIIX was incepted earlier than VVIAX: SVIIX (33 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 : 12.41 vs. SVIIX (-5.12). VVIAX return over 5 years is better than : 64.92 vs. SVIIX (-26.39).
| 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 | 33 years | 25 years | - |
| Gain YTD | -3.838 | 13.974 | -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 | 2.04 | 44% |
| Returns for 1 year | -5.12 | 12.41 | -41% |
| Returns for 3 years | -1.50 | 37.41 | -4% |
| Returns for 5 years | -26.39 | 64.92 | -41% |
| Returns for 10 years | -31.47 | 133.33 | -24% |
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