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SVFAX vs VIVIX
SVFAX vs VIVIX Comparison
Open Charts SVFAX vs VIVIX
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
SVFAX vs VIVIX Comparison Chart
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SVFAX vs. VIVIX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. SVFAX (5.72B). VIVIX pays higher dividends than SVFAX: VIVIX (2.37) vs SVFAX (1.27). SVFAX was incepted earlier than VIVIX: SVFAX (11 years) vs VIVIX (27 years). SVFAX is a more actively managed with annual turnover of: 15.60 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 : 13.44 vs. SVFAX (2.73). SVFAX return over 5 years is better than : 66.75 vs. VIVIX (47.20).
| SVFAX | VIVIX | SVFAX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 0.805 | 4.165 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.72B | 193B | 3% |
| Annual Yield % from dividends | 1.27 | 2.37 | 54% |
| Returns for 1 year | 2.73 | 13.44 | 20% |
| Returns for 3 years | 23.58 | 23.92 | 99% |
| Returns for 5 years | 66.75 | 47.20 | 141% |
| Returns for 10 years | 108.73 | 105.52 | 103% |