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SVFAX vs VIVAX
SVFAX vs VIVAX Comparison
Open Charts SVFAX vs VIVAX
Vanguard Value Index I
Price$66.01
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
SVFAX vs VIVAX Comparison Chart
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SVFAX vs. VIVAX commentary
May 24, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SVFAX (4.51B). VIVAX pays higher dividends than SVFAX: VIVAX (2.22) vs SVFAX (1.31). 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 : 4.71 vs. SVFAX (-11.36). SVFAX return over 5 years is better than : 85.89 vs. VIVAX (75.18).
| 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 | -9.912 | 0.375 | -2,646% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.51B | 184B | 2% |
| Annual Yield % from dividends | 1.31 | 2.22 | 59% |
| Returns for 1 year | -11.36 | 4.71 | -241% |
| Returns for 3 years | 12.45 | 21.97 | 57% |
| Returns for 5 years | 85.89 | 75.18 | 114% |
| Returns for 10 years | 84.67 | 97.35 | 87% |