SMVLX
Price
$73.88
Change
+$1.04 (+1.43%)
Updated
Jun 6 closing price
Net Assets
4.47B
VIVAX
Price
$67.51
Change
+$0.65 (+0.97%)
Updated
Jun 6 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$73.88
Change+$1.04 (+1.43%)
VolumeN/A
Net Assets4.47B
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
SMVLX vs VIVAX Comparison Chart
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SMVLX vs. VIVAX commentary
Jun 07, 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 (4.48B). VIVAX pays higher dividends than SMVLX: VIVAX (2.16) vs SMVLX (1.19). SMVLX was incepted earlier than VIVAX: SMVLX (17 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 : 6.81 vs. SMVLX (-8.49). SMVLX return over 5 years is better than : 67.85 vs. VIVAX (58.70).
SMVLXVIVAXSMVLX / VIVAX
Total Expense Ratio1.220.17718%
Annual Report Gross Expense Ratio1.220.17718%
Fund Existence17 years33 years-
Gain YTD-7.9141.238-639%
Front LoadN/AN/A-
Min. Initial Investment30003000100%
Min. Initial Investment IRAN/AN/A-
Net Assets4.48B189B2%
Annual Yield % from dividends1.192.1655%
Returns for 1 year-8.496.81-125%
Returns for 3 years9.7118.5152%
Returns for 5 years67.8558.70116%
Returns for 10 years90.69102.9088%
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