SMVLX
Price
$79.75
Change
-$1.58 (-1.94%)
Updated
Feb 21 closing price
Net Assets
5.71B
VIVAX
Price
$68.80
Change
-$0.81 (-1.16%)
Updated
Feb 21 closing price
Net Assets
192.55B
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SMVLX vs VIVAX

Header iconSMVLX vs VIVAX Comparison
Open Charts SMVLX vs VIVAXBanner chart's image
Smead Value Investor
Price$79.75
Change-$1.58 (-1.94%)
VolumeN/A
Net Assets5.71B
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
SMVLX vs VIVAX Comparison Chart
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SMVLX vs. VIVAX commentary
Feb 23, 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 Hold and VIVAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. SMVLX (5.72B). 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 : 13.43 vs. SMVLX (2.70). SMVLX return over 5 years is better than : 66.76 vs. VIVAX (47.22).
SMVLXVIVAXSMVLX / VIVAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence17 years32 years-
Gain YTD0.8224.14820%
Front LoadN/AN/A-
Min. Initial Investment30003000100%
Min. Initial Investment IRAN/AN/A-
Net Assets5.72B193B3%
Annual Yield % from dividends1.212.2554%
Returns for 1 year2.7013.4320%
Returns for 3 years23.5423.9298%
Returns for 5 years66.7647.22141%
Returns for 10 years108.68105.56103%
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