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SMVLX vs VIVAX
SMVLX vs VIVAX Comparison
Open Charts SMVLX vs VIVAX
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
SMVLX vs VIVAX Comparison Chart
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SMVLX vs. VIVAX commentary
Dec 19, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SMVLX (5.99B). 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 : 12.68 vs. SMVLX (3.52). SMVLX return over 5 years is better than : 60.92 vs. VIVAX (40.20).
| 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 | 3.253 | 13.074 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.99B | 195B | 3% |
| Annual Yield % from dividends | 1.21 | 2.25 | 54% |
| Returns for 1 year | 3.52 | 12.68 | 28% |
| Returns for 3 years | 20.21 | 17.44 | 116% |
| Returns for 5 years | 60.92 | 40.20 | 152% |
| Returns for 10 years | 108.39 | 99.64 | 109% |
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