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SMVLX vs VVIAX
SMVLX vs VVIAX Comparison
Open Charts SMVLX vs VVIAX
Vanguard Value Index Adm
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
SMVLX vs VVIAX Comparison Chart
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SMVLX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. SMVLX (4.45B). VVIAX pays higher dividends than SMVLX: VVIAX (2.34) vs SMVLX (1.22). SMVLX was incepted earlier than VVIAX: SMVLX (17 years) vs VVIAX (25 years). SMVLX (1.22) is less costly to investors than VVIAX (0.05). SMVLX is a more actively managed with annual turnover of: 13.30 vs. VVIAX (9.00). SMVLX (3000) and VVIAX (3000) have matching initial minimum investment requirements. VVIAX 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. VVIAX (72.19).
| SMVLX | VVIAX | SMVLX / VVIAX | |
| Total Expense Ratio | 1.22 | 0.05 | 2,440% |
| Annual Report Gross Expense Ratio | 1.22 | 0.05 | 2,440% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -11.466 | -0.957 | 1,199% |
| 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 | 2.34 | 52% |
| Returns for 1 year | -13.42 | 5.12 | -262% |
| Returns for 3 years | 11.10 | 20.66 | 54% |
| Returns for 5 years | 84.26 | 72.19 | 117% |
| Returns for 10 years | 82.88 | 96.21 | 86% |
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