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SMVLX vs VIVAX
SMVLX vs VIVAX Comparison
Open Charts SMVLX vs VIVAX
Vanguard Value Index I
Price$63.72
Change-$0.21 (-0.33%)
VolumeN/A
Net Assets190.51B
SMVLX vs VIVAX Comparison Chart
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SMVLX vs. VIVAX commentary
Apr 17, 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 SMVLX is a StrongBuy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. SMVLX (4.48B). VIVAX pays higher dividends than SMVLX: VIVAX (2.14) vs SMVLX (1.12). SMVLX was incepted earlier than VIVAX: SMVLX (17 years) vs VIVAX (32 years). SMVLX (1.23) is less costly to investors than VIVAX (0.17). SMVLX is a more actively managed with annual turnover of: 13.30 vs. VIVAX (10.00). SMVLX (3000) and VIVAX (3000) have matching initial minimum investment requirements. VIVAX annual gain was more profitable for investors over the last year : 5.50 vs. SMVLX (-15.11). SMVLX return over 5 years is better than : 92.43 vs. VIVAX (73.00).
| SMVLX | VIVAX | SMVLX / VIVAX | |
| Total Expense Ratio | 1.23 | 0.17 | 724% |
| Annual Report Gross Expense Ratio | 1.23 | 0.17 | 724% |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | -13.970 | -3.199 | 437% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.48B | 191B | 2% |
| Annual Yield % from dividends | 1.12 | 2.14 | 52% |
| Returns for 1 year | -15.11 | 5.50 | -275% |
| Returns for 3 years | 0.84 | 10.85 | 8% |
| Returns for 5 years | 92.43 | 73.00 | 127% |
| Returns for 10 years | 80.51 | 94.77 | 85% |
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