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SMVLX vs VVIAX
SMVLX vs VVIAX Comparison
Open Charts SMVLX vs VVIAX
Vanguard Value Index Adm
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
SMVLX vs VVIAX Comparison Chart
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SMVLX vs. VVIAX commentary
Apr 12, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. SMVLX (4.42B). VVIAX pays higher dividends than SMVLX: VVIAX (2.26) vs SMVLX (1.12). SMVLX was incepted earlier than VVIAX: SMVLX (17 years) vs VVIAX (24 years). SMVLX (1.23) is less costly to investors than VVIAX (0.05). SMVLX is a more actively managed with annual turnover of: 13.30 vs. VVIAX (10.00). SMVLX (3000) and VVIAX (3000) have matching initial minimum investment requirements. VVIAX annual gain was more profitable for investors over the last year : 0.71 vs. SMVLX (-18.59). SMVLX return over 5 years is better than : 79.64 vs. VVIAX (64.28).
| SMVLX | VVIAX | SMVLX / VVIAX | |
| Total Expense Ratio | 1.23 | 0.05 | 2,460% |
| Annual Report Gross Expense Ratio | 1.23 | 0.05 | 2,460% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -15.891 | -5.728 | 277% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.42B | 191B | 2% |
| Annual Yield % from dividends | 1.12 | 2.26 | 49% |
| Returns for 1 year | -18.59 | 0.71 | -2,631% |
| Returns for 3 years | -0.51 | 8.12 | -6% |
| Returns for 5 years | 79.64 | 64.28 | 124% |
| Returns for 10 years | 74.00 | 88.62 | 84% |
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