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SMVLX vs VIVAX
SMVLX vs VIVAX Comparison
Open Charts SMVLX vs VIVAX
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
SMVLX vs VIVAX Comparison Chart
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SMVLX vs. VIVAX commentary
Nov 17, 2024
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 StrongSell and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SMVLX (6.27B). VIVAX pays higher dividends than SMVLX: VIVAX (2.25) vs SMVLX (1.21). SMVLX was incepted earlier than VIVAX: SMVLX (17 years) vs VIVAX (32 years). SMVLX is a more actively managed with annual turnover of: 15.60 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 : 25.55 vs. SMVLX (23.15). SMVLX return over 5 years is better than : 71.77 vs. VIVAX (50.81).
| SMVLX | VIVAX | SMVLX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | 9.675 | 17.912 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.27B | 184B | 3% |
| Annual Yield % from dividends | 1.21 | 2.25 | 54% |
| Returns for 1 year | 23.15 | 25.55 | 91% |
| Returns for 3 years | 15.68 | 21.58 | 73% |
| Returns for 5 years | 71.77 | 50.81 | 141% |
| Returns for 10 years | 118.89 | 110.46 | 108% |
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