SMVLX
Price
$74.85
Change
+$0.10 (+0.13%)
Updated
Jun 27 closing price
Net Assets
4.46B
VIVAX
Price
$68.95
Change
+$0.24 (+0.35%)
Updated
Jun 27 closing price
Net Assets
188.77B
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SMVLX vs VIVAX

Header iconSMVLX vs VIVAX Comparison
Open Charts SMVLX vs VIVAXBanner chart's image
Smead Value Investor
Price$74.85
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets4.46B
Vanguard Value Index I
Price$68.95
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets188.77B
SMVLX vs VIVAX Comparison Chart in %
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SMVLX vs. VIVAX commentary
Jun 30, 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 Buy and VIVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. SMVLX (4.46B). VIVAX pays higher dividends than SMVLX: VIVAX (2.16) vs SMVLX (1.19). SMVLX was incepted earlier than VIVAX: SMVLX (18 years) vs VIVAX (33 years). SMVLX (1.22) is less costly to investors than VIVAX (0.17). SMVLX is a more actively managed with annual turnover of: 13.30 vs. VIVAX (9.00). SMVLX (3000) and VIVAX (3000) have matching initial minimum investment requirements. VIVAX annual gain was more profitable for investors over the last year : 10.56 vs. SMVLX (-5.72). SMVLX return over 5 years is better than : 92.18 vs. VIVAX (82.89).
SMVLXVIVAXSMVLX / VIVAX
Total Expense Ratio1.220.17718%
Annual Report Gross Expense Ratio1.220.17718%
Fund Existence18 years33 years-
Gain YTD-5.3734.402-122%
Front LoadN/AN/A-
Min. Initial Investment30003000100%
Min. Initial Investment IRAN/AN/A-
Net Assets4.46B189B2%
Annual Yield % from dividends1.192.1655%
Returns for 1 year-5.7210.56-54%
Returns for 3 years25.4933.2477%
Returns for 5 years92.1882.89111%
Returns for 10 years95.23112.4685%
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