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SVFAX vs VIVIX
SVFAX vs VIVIX Comparison
Open Charts SVFAX vs VIVIX
Vanguard Value Index I
Price$65.10
Change-$2.51 (-3.71%)
VolumeN/A
Net Assets195.24B
SVFAX vs VIVIX Comparison Chart
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SVFAX vs. VIVIX commentary
Apr 04, 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. SVFAX (5.21B). VIVIX pays higher dividends than SVFAX: VIVIX (2.27) vs SVFAX (1.20). SVFAX was incepted earlier than VIVIX: SVFAX (11 years) vs VIVIX (27 years). SVFAX (1.24) is less costly to investors than VIVIX (0.04). SVFAX is a more actively managed with annual turnover of: 13.30 vs. VIVIX (10.00). SVFAX has a lower initial minimum investment than VIVIX: SVFAX (3000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.66 vs. SVFAX (-6.61). SVFAX return over 5 years is better than : 146.06 vs. VIVIX (101.66).
| SVFAX | VIVIX | SVFAX / VIVIX | |
| Total Expense Ratio | 1.24 | 0.04 | 3,100% |
| Annual Report Gross Expense Ratio | 1.24 | 0.04 | 3,100% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | -2.210 | 2.421 | -91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 195B | 3% |
| Annual Yield % from dividends | 1.20 | 2.27 | 53% |
| Returns for 1 year | -6.61 | 7.66 | -86% |
| Returns for 3 years | 13.65 | 17.34 | 79% |
| Returns for 5 years | 146.06 | 101.66 | 144% |
| Returns for 10 years | 104.15 | 106.83 | 97% |
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