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SVIIX vs VVIAX
SVIIX vs VVIAX Comparison
Open Charts SVIIX vs VVIAX
Virtus Ceredex Large-Cap Value Equity A
Price$10.27
Change-$0.18 (-1.72%)
VolumeN/A
Net Assets257.6M
Vanguard Value Index Adm
Price$73.15
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
SVIIX vs VVIAX Comparison Chart in %
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SVIIX vs. VVIAX commentary
Nov 14, 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: 208B vs. SVIIX (258M). VVIAX pays higher dividends than SVIIX: VVIAX (2.09) vs SVIIX (0.90). 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 : 6.69 vs. SVIIX (-13.46). VVIAX return over 5 years is better than : 66.35 vs. SVIIX (-14.79).
| 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 | 8.402 | 11.973 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 208B | 0% |
| Annual Yield % from dividends | 0.90 | 2.09 | 43% |
| Returns for 1 year | -13.46 | 6.69 | -201% |
| Returns for 3 years | 2.94 | 33.49 | 9% |
| Returns for 5 years | -14.79 | 66.35 | -22% |
| Returns for 10 years | -28.33 | 134.97 | -21% |
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