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SVFAX vs VIVAX
SVFAX vs VIVAX Comparison
Open Charts SVFAX vs VIVAX
Vanguard Value Index I
Price$64.41
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
SVFAX vs VIVAX Comparison Chart
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SVFAX vs. VIVAX commentary
Apr 25, 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.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. SVFAX (4.48B). VIVAX pays higher dividends than SVFAX: VIVAX (2.14) vs SVFAX (1.20). SVFAX was incepted earlier than VIVAX: SVFAX (11 years) vs VIVAX (33 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 : 3.39 vs. SVFAX (-14.62). SVFAX return over 5 years is better than : 91.90 vs. VIVAX (69.89).
| SVFAX | VIVAX | SVFAX / VIVAX | |
| Total Expense Ratio | 1.24 | 0.17 | 729% |
| Annual Report Gross Expense Ratio | 1.24 | 0.17 | 729% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | -12.747 | -3.426 | 372% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.48B | 191B | 2% |
| Annual Yield % from dividends | 1.20 | 2.14 | 56% |
| Returns for 1 year | -14.62 | 3.39 | -431% |
| Returns for 3 years | 5.94 | 12.71 | 47% |
| Returns for 5 years | 91.90 | 69.89 | 131% |
| Returns for 10 years | 81.34 | 92.45 | 88% |
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