STVTX vs. MALVX

Last updated Jun 24, 2026

STVTX (Virtus Ceredex Large-Cap Value Equity Fund) and MALVX (BlackRock Advantage Large Cap Value Fund) are both Large Cap Value Equities funds. Over the past 10 years, STVTX returned 11.00%/yr vs 13.27%/yr for MALVX. Their correlation of 0.92 suggests significant overlap in exposure. STVTX charges 0.97%/yr vs 0.54%/yr for MALVX.

Performance

STVTX vs. MALVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Ceredex Large-Cap Value Equity Fund (STVTX) and BlackRock Advantage Large Cap Value Fund (MALVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, STVTX achieves a 17.83% return, which is significantly lower than MALVX's 19.19% return. Over the past 10 years, STVTX has underperformed MALVX with an annualized return of 11.00%, while MALVX has yielded a comparatively higher 13.27% annualized return.

STVTX

• 1D: 0.83%
• 1M: 5.41%
• YTD: 17.83%
• 6M: 16.62%
• 1Y: 29.94%
• 3Y*: 17.84%
• 5Y*: 9.48%
• 10Y*: 11.00%

MALVX

• 1D: 0.54%
• 1M: 4.33%
• YTD: 19.19%
• 6M: 18.50%
• 1Y: 36.19%
• 3Y*: 21.58%
• 5Y*: 12.93%
• 10Y*: 13.27%

*Multi-year figures are annualized to reflect compound growth (CAGR)

STVTX vs. MALVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
STVTX Virtus Ceredex Large-Cap Value Equity Fund	17.83%	11.95%	9.91%	14.84%	-13.97%	25.70%	3.75%	31.00%	-10.77%	16.24%
MALVX BlackRock Advantage Large Cap Value Fund	19.19%	18.38%	15.39%	13.74%	-8.68%	26.51%	3.91%	24.74%	-7.74%	15.82%

Correlation

The correlation between STVTX and MALVX is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.91
Correlation (3Y) Calculated over the trailing 3-year period	0.91
Correlation (5Y) Calculated over the trailing 5-year period	0.94
Correlation (10Y) Calculated over the trailing 10-year period	0.94
Correlation (All Time) Calculated using the full available price history since Dec 22, 1999	0.92

The correlation between STVTX and MALVX has been stable across timeframes, ranging from 0.91 to 0.94 - a consistent structural relationship.

Return for Risk

STVTX vs. MALVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

STVTX

STVTX Risk / Return Rank: 72
STVTX Sharpe Ratio Rank: 68
STVTX Sortino Ratio Rank: 68
STVTX Omega Ratio Rank: 58
STVTX Calmar Ratio Rank: 85
STVTX Martin Ratio Rank: 83

MALVX

MALVX Risk / Return Rank: 95
MALVX Sharpe Ratio Rank: 97
MALVX Sortino Ratio Rank: 95
MALVX Omega Ratio Rank: 90
MALVX Calmar Ratio Rank: 96
MALVX Martin Ratio Rank: 97

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

STVTX vs. MALVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Ceredex Large-Cap Value Equity Fund (STVTX) and BlackRock Advantage Large Cap Value Fund (MALVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	STVTX	MALVX	Difference
Sharpe ratio: Return per unit of total volatility	2.22	3.35	-1.13
Sortino ratio: Return per unit of downside risk	3.13	4.65	-1.52
Omega ratio: Gain probability vs. loss probability	1.39	1.61	-0.23
Calmar ratio: Return relative to maximum drawdown	3.85	5.71	-1.86
Martin ratio: Return relative to average drawdown	14.44	25.85	-11.42

STVTX vs. MALVX - Sharpe Ratio Comparison

The current STVTX Sharpe Ratio is 2.22, which is lower than the MALVX Sharpe Ratio of 3.35. The chart below compares the historical Sharpe Ratios of STVTX and MALVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

STVTX vs. MALVX - Drawdown Comparison

The maximum STVTX drawdown since its inception was -53.12%, roughly equal to the maximum MALVX drawdown of -55.21%. Use the drawdown chart below to compare losses from any high point for STVTX and MALVX.

Drawdown Indicators

	STVTX	MALVX	Difference
Max Drawdown Largest peak-to-trough decline	-53.12%	-55.21%	+2.09%
Max Drawdown (1Y) Largest decline over 1 year	-8.06%	-6.53%	-1.53%
Max Drawdown (3Y) Largest decline over 3 years	-29.49%	-16.13%	-13.36%
Max Drawdown (5Y) Largest decline over 5 years	-29.49%	-19.73%	-9.76%
Max Drawdown (10Y) Largest decline over 10 years	-41.46%	-37.12%	-4.34%
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-7.68%	-8.74%	+1.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.14%	1.44%	+0.70%

Volatility

STVTX vs. MALVX - Volatility Comparison

Virtus Ceredex Large-Cap Value Equity Fund (STVTX) has a higher volatility of 5.09% compared to BlackRock Advantage Large Cap Value Fund (MALVX) at 4.09%. This indicates that STVTX's price experiences larger fluctuations and is considered to be riskier than MALVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	STVTX	MALVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.09%	4.09%	+1.00%
Volatility (6M) Calculated over the trailing 6-month period	11.11%	8.79%	+2.32%
Volatility (1Y) Calculated over the trailing 1-year period	14.00%	11.15%	+2.85%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.18%	14.81%	+6.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.37%	17.34%	+3.03%

STVTX vs. MALVX - Expense Ratio Comparison

STVTX has a 0.97% expense ratio, which is higher than MALVX's 0.54% expense ratio.

Dividends

STVTX vs. MALVX - Dividend Comparison

STVTX's dividend yield for the trailing twelve months is around 15.64%, more than MALVX's 7.74% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MALVX BlackRock Advantage Large Cap Value Fund	7.74%	9.23%	14.33%	2.84%	5.96%	17.48%	1.68%	3.92%	12.95%	0.43%	1.38%	1.01%
STVTX Virtus Ceredex Large-Cap Value Equity Fund	15.64%	15.05%	22.34%	2.47%	11.17%	31.52%	5.63%	6.98%	29.94%	17.07%	0.39%	10.54%

Frequently Asked Questions

Can I hold both STVTX and MALVX in my portfolio?

With a correlation of 0.91, STVTX and MALVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, STVTX or MALVX?

STVTX has higher volatility (5.09%) compared to MALVX (4.09%). In terms of maximum drawdown, STVTX dropped -53.12% vs MALVX's -55.21%.

Which has better risk-adjusted returns?

MALVX currently has the higher Sharpe Ratio (3.35 vs 2.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.