SVFAX
Price
$70.81
Change
-$5.75 (-7.51%)
Updated
Apr 3 closing price
Net Assets
5.21B
VIVAX
Price
$65.12
Change
-$2.52 (-3.73%)
Updated
Apr 3 closing price
Net Assets
195.24B
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SVFAX vs VIVAX

Header iconSVFAX vs VIVAX Comparison
Open Charts SVFAX vs VIVAXBanner chart's image
Smead Value A
Price$70.81
Change-$5.75 (-7.51%)
VolumeN/A
Net Assets5.21B
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
SVFAX vs VIVAX Comparison Chart
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VS
SVFAX vs. VIVAX commentary
Apr 04, 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 Hold and VIVAX is a Hold.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SVFAX (5.21B). VIVAX pays higher dividends than SVFAX: VIVAX (2.14) vs SVFAX (1.20). SVFAX was incepted earlier than VIVAX: SVFAX (11 years) vs VIVAX (32 years). SVFAX (1.24) is less costly to investors than VIVAX (0.17). SVFAX is a more actively managed with annual turnover of: 13.30 vs. VIVAX (10.00). SVFAX (3000) and VIVAX (3000) have matching initial minimum investment requirements. VIVAX annual gain was more profitable for investors over the last year : 7.66 vs. SVFAX (-6.61). SVFAX return over 5 years is better than : 146.06 vs. VIVAX (101.66).
SVFAXVIVAXSVFAX / VIVAX
Total Expense Ratio1.240.17729%
Annual Report Gross Expense Ratio1.240.17729%
Fund Existence11 years32 years-
Gain YTD-2.2102.419-91%
Front Load6%N/A-
Min. Initial Investment30003000100%
Min. Initial Investment IRAN/AN/A-
Net Assets5.21B195B3%
Annual Yield % from dividends1.202.1456%
Returns for 1 year-6.617.66-86%
Returns for 3 years13.6517.3479%
Returns for 5 years146.06101.66144%
Returns for 10 years104.15106.9097%
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