SMVLX
Price
$79.75
Change
-$1.58 (-1.94%)
Updated
Feb 21 closing price
Net Assets
5.71B
VIVIX
Price
$68.78
Change
-$0.82 (-1.18%)
Updated
Feb 21 closing price
Net Assets
192.55B
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SMVLX vs VIVIX

Header iconSMVLX vs VIVIX Comparison
Open Charts SMVLX vs VIVIXBanner chart's image
Smead Value Investor
Price$79.75
Change-$1.58 (-1.94%)
VolumeN/A
Net Assets5.71B
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
SMVLX vs VIVIX Comparison Chart
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SMVLX vs. VIVIX 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 VIVIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. SMVLX (5.72B). VIVIX pays higher dividends than SMVLX: VIVIX (2.37) vs SMVLX (1.21). SMVLX was incepted earlier than VIVIX: SMVLX (17 years) vs VIVIX (27 years). SMVLX is a more actively managed with annual turnover of: 15.60 vs. VIVIX (10.00). SMVLX has a lower initial minimum investment than VIVIX: SMVLX (3000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 13.44 vs. SMVLX (2.70). SMVLX return over 5 years is better than : 66.76 vs. VIVIX (47.20).
SMVLXVIVIXSMVLX / VIVIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence17 years27 years-
Gain YTD0.8224.16520%
Front LoadN/AN/A-
Min. Initial Investment300050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.72B193B3%
Annual Yield % from dividends1.212.3751%
Returns for 1 year2.7013.4420%
Returns for 3 years23.5423.9298%
Returns for 5 years66.7647.20141%
Returns for 10 years108.68105.52103%
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