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SMVLX vs VIVIX
SMVLX vs VIVIX Comparison
Open Charts SMVLX vs VIVIX
Vanguard Value Index I
Price$66.11
Change-$0.29 (-0.44%)
VolumeN/A
Net Assets195.24B
SMVLX vs VIVIX Comparison Chart
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SMVLX vs. VIVIX commentary
Mar 13, 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.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. SMVLX (5.26B). VIVIX pays higher dividends than SMVLX: VIVIX (2.20) vs SMVLX (1.09). SMVLX was incepted earlier than VIVIX: SMVLX (17 years) vs VIVIX (27 years). SMVLX (1.23) is less costly to investors than VIVIX (0.04). SMVLX is a more actively managed with annual turnover of: 13.30 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 : 8.65 vs. SMVLX (-5.18). SMVLX return over 5 years is better than : 123.35 vs. VIVIX (98.26).
| SMVLX | VIVIX | SMVLX / VIVIX | |
| Total Expense Ratio | 1.23 | 0.04 | 3,075% |
| Annual Report Gross Expense Ratio | 1.23 | 0.04 | 3,075% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | -4.678 | 1.802 | -260% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.26B | 195B | 3% |
| Annual Yield % from dividends | 1.09 | 2.20 | 49% |
| Returns for 1 year | -5.18 | 8.65 | -60% |
| Returns for 3 years | 14.20 | 21.83 | 65% |
| Returns for 5 years | 123.35 | 98.26 | 126% |
| Returns for 10 years | 99.11 | 107.23 | 92% |
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