Ad is loading...
SVFAX vs VIVIX
SVFAX vs VIVIX Comparison
Open Charts SVFAX vs VIVIX
Vanguard Value Index I
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
SVFAX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SVFAX vs. VIVIX commentary
May 12, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. SVFAX (4.59B). VIVIX pays higher dividends than SVFAX: VIVIX (2.35) vs SVFAX (1.31). SVFAX was incepted earlier than VIVIX: SVFAX (11 years) vs VIVIX (27 years). SVFAX (1.22) is less costly to investors than VIVIX (0.04). SVFAX is a more actively managed with annual turnover of: 13.30 vs. VIVIX (9.00). 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 : 4.59 vs. SVFAX (-12.68). SVFAX return over 5 years is better than : 87.52 vs. VIVIX (72.66).
| SVFAX | VIVIX | SVFAX / VIVIX | |
| Total Expense Ratio | 1.22 | 0.04 | 3,050% |
| Annual Report Gross Expense Ratio | 1.22 | 0.04 | 3,050% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | -9.899 | -0.669 | 1,480% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.59B | 184B | 2% |
| Annual Yield % from dividends | 1.31 | 2.35 | 55% |
| Returns for 1 year | -12.68 | 4.59 | -276% |
| Returns for 3 years | 13.20 | 21.42 | 62% |
| Returns for 5 years | 87.52 | 72.66 | 120% |
| Returns for 10 years | 87.12 | 97.34 | 90% |
View a ticker or compare two or three
VS
VS
Ad is loading...