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STVYX vs VVIAX
STVYX vs VVIAX Comparison
Open Charts STVYX vs VVIAX
SEI Tax-Managed Mgd Volatility Y (SIMT)
Price$20.89
Change-$0.16 (-0.76%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.30
Change-$0.84 (-1.27%)
VolumeN/A
CapitalizationN/A
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STVYX vs VVIAX Comparison Chart
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STVYX vs. VVIAX commentary
Sep 08, 2024
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 STVYX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. STVYX (829M). VVIAX pays higher dividends than STVYX: VVIAX (2.36) vs STVYX (1.05). STVYX was incepted earlier than VVIAX: STVYX (9 years) vs VVIAX (24 years). STVYX is a more actively managed with annual turnover of: 22.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than STVYX: VVIAX (3000) vs STVYX (100000). VVIAX annual gain was more profitable for investors over the last year : 19.30 vs. STVYX (8.98). VVIAX return over 5 years is better than : 53.51 vs. STVYX (28.49).
| STVYX | VVIAX | STVYX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 18.625 | 13.506 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 829M | 183B | 0% |
| Annual Yield % from dividends | 1.05 | 2.36 | 44% |
| Returns for 1 year | 8.98 | 19.30 | 47% |
| Returns for 3 years | 4.48 | 19.68 | 23% |
| Returns for 5 years | 28.49 | 53.51 | 53% |
| Returns for 10 years | N/A | 107.57 | - |