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SVFAX vs VIVAX
SVFAX vs VIVAX Comparison
Open Charts SVFAX vs VIVAX
Vanguard Value Index I
Price$66.44
Change+$0.77 (+1.17%)
VolumeN/A
CapitalizationN/A
SVFAX vs VIVAX Comparison Chart
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SVFAX vs. VIVAX commentary
Dec 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SVFAX (5.83B). 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 : 15.15 vs. SVFAX (4.62). SVFAX return over 5 years is better than : 61.83 vs. VIVAX (41.35).
| 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 | 3.871 | 14.000 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.83B | 195B | 3% |
| Annual Yield % from dividends | 1.27 | 2.25 | 57% |
| Returns for 1 year | 4.62 | 15.15 | 30% |
| Returns for 3 years | 19.69 | 18.25 | 108% |
| Returns for 5 years | 61.83 | 41.35 | 150% |
| Returns for 10 years | 109.75 | 99.53 | 110% |
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