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SVFAX vs VIVAX
SVFAX vs VIVAX Comparison
Open Charts SVFAX vs VIVAX
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SVFAX vs VIVAX Comparison Chart in %
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SVFAX vs. VIVAX commentary
Jul 06, 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: 189B vs. SVFAX (4.57B). VIVAX pays higher dividends than SVFAX: VIVAX (2.06) vs SVFAX (1.23). 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 : 12.04 vs. SVFAX (-2.66). SVFAX return over 5 years is better than : 92.27 vs. VIVAX (80.14).
| SVFAX | VIVAX | SVFAX / VIVAX | |
| Total Expense Ratio | 1.22 | 0.17 | 718% |
| Annual Report Gross Expense Ratio | 1.22 | 0.17 | 718% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | -2.184 | 6.209 | -35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.57B | 189B | 2% |
| Annual Yield % from dividends | 1.23 | 2.06 | 59% |
| Returns for 1 year | -2.66 | 12.04 | -22% |
| Returns for 3 years | 29.98 | 35.16 | 85% |
| Returns for 5 years | 92.27 | 80.14 | 115% |
| Returns for 10 years | 100.66 | 115.74 | 87% |
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