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SMVLX vs VIVAX
SMVLX vs VIVAX Comparison
Open Charts SMVLX vs VIVAX
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
SMVLX vs VIVAX Comparison Chart
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SMVLX vs. VIVAX commentary
May 09, 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.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SMVLX (4.45B). VIVAX pays higher dividends than SMVLX: VIVAX (2.22) vs SMVLX (1.22). 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 : 5.12 vs. SMVLX (-13.42). SMVLX return over 5 years is better than : 84.26 vs. VIVAX (72.17).
| SMVLX | VIVAX | SMVLX / VIVAX | |
| Total Expense Ratio | 1.22 | 0.17 | 718% |
| Annual Report Gross Expense Ratio | 1.22 | 0.17 | 718% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -11.466 | -0.958 | 1,197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.45B | 184B | 2% |
| Annual Yield % from dividends | 1.22 | 2.22 | 55% |
| Returns for 1 year | -13.42 | 5.12 | -262% |
| Returns for 3 years | 11.10 | 20.66 | 54% |
| Returns for 5 years | 84.26 | 72.17 | 117% |
| Returns for 10 years | 82.88 | 96.24 | 86% |
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