SVFAX
Price
$74.39
Change
-$0.38 (-0.51%)
Updated
Jun 13 closing price
Net Assets
4.58B
VIVAX
Price
$67.64
Change
-$0.55 (-0.81%)
Updated
Jun 13 closing price
Net Assets
188.77B
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SVFAX vs VIVAX

Header iconSVFAX vs VIVAX Comparison
Open Charts SVFAX vs VIVAXBanner chart's image
Smead Value A
Price$74.39
Change-$0.38 (-0.51%)
VolumeN/A
Net Assets4.58B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
SVFAX vs VIVAX Comparison Chart
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SVFAX vs. VIVAX commentary
Jun 15, 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 SVFAX is a Buy and VIVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. SVFAX (4.58B). VIVAX pays higher dividends than SVFAX: VIVAX (2.16) vs SVFAX (1.27). SVFAX was incepted earlier than VIVAX: SVFAX (11 years) vs VIVAX (33 years). SVFAX (1.22) is less costly to investors than VIVAX (0.17). SVFAX is a more actively managed with annual turnover of: 13.30 vs. VIVAX (9.00). SVFAX (3000) and VIVAX (3000) have matching initial minimum investment requirements. VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. SVFAX (-4.11). SVFAX return over 5 years is better than : 87.64 vs. VIVAX (72.56).
SVFAXVIVAXSVFAX / VIVAX
Total Expense Ratio1.220.17718%
Annual Report Gross Expense Ratio1.220.17718%
Fund Existence11 years33 years-
Gain YTD-4.4962.419-186%
Front Load6%N/A-
Min. Initial Investment30003000100%
Min. Initial Investment IRAN/AN/A-
Net Assets4.58B189B2%
Annual Yield % from dividends1.272.1659%
Returns for 1 year-4.118.01-51%
Returns for 3 years25.1432.2078%
Returns for 5 years87.6472.56121%
Returns for 10 years96.10103.5493%
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