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SVFAX vs VIVIX
SVFAX vs VIVIX Comparison
Open Charts SVFAX vs VIVIX
Vanguard Value Index I
Price$66.43
Change+$0.77 (+1.17%)
VolumeN/A
CapitalizationN/A
SVFAX vs VIVIX Comparison Chart
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SVFAX vs. VIVIX commentary
Dec 23, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. SVFAX (5.83B). VIVIX pays higher dividends than SVFAX: VIVIX (2.37) vs SVFAX (1.27). SVFAX was incepted earlier than VIVIX: SVFAX (11 years) vs VIVIX (26 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 : 15.19 vs. SVFAX (4.62). SVFAX return over 5 years is better than : 61.83 vs. VIVIX (41.34).
| SVFAX | VIVIX | SVFAX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 3.871 | 14.025 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.83B | 195B | 3% |
| Annual Yield % from dividends | 1.27 | 2.37 | 54% |
| Returns for 1 year | 4.62 | 15.19 | 30% |
| Returns for 3 years | 19.69 | 18.24 | 108% |
| Returns for 5 years | 61.83 | 41.34 | 150% |
| Returns for 10 years | 109.75 | 99.58 | 110% |