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SVFAX vs VIVAX
SVFAX vs VIVAX Comparison
Open Charts SVFAX vs VIVAX
Vanguard Value Index I
Price$70.28
Change+$0.55 (+0.79%)
VolumeN/A
CapitalizationN/A
SVFAX vs VIVAX Comparison Chart
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SVFAX vs. VIVAX commentary
Nov 23, 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 SVFAX is a Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SVFAX (6.28B). VIVAX pays higher dividends than SVFAX: VIVAX (2.25) vs SVFAX (1.27). SVFAX was incepted earlier than VIVAX: SVFAX (11 years) vs VIVAX (32 years). SVFAX is a more actively managed with annual turnover of: 15.60 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 : 26.06 vs. SVFAX (23.06). SVFAX return over 5 years is better than : 70.45 vs. VIVAX (53.10).
| SVFAX | VIVAX | SVFAX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 10.196 | 19.645 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.28B | 184B | 3% |
| Annual Yield % from dividends | 1.27 | 2.25 | 57% |
| Returns for 1 year | 23.06 | 26.06 | 88% |
| Returns for 3 years | 18.18 | 24.77 | 73% |
| Returns for 5 years | 70.45 | 53.10 | 133% |
| Returns for 10 years | 117.85 | 112.20 | 105% |
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