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SVFAX vs VIVIX
SVFAX vs VIVIX Comparison
Open Charts SVFAX vs VIVIX
Vanguard Value Index I
Price$68.65
Change-$0.33 (-0.48%)
VolumeN/A
Net Assets183.52B
SVFAX vs VIVIX Comparison Chart
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SVFAX vs. VIVIX commentary
Jan 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 Buy and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. SVFAX (5.99B). 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 : 17.26 vs. SVFAX (9.93). SVFAX return over 5 years is better than : 71.85 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 | 3.461 | 3.968 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.99B | 184B | 3% |
| Annual Yield % from dividends | 1.27 | 2.37 | 54% |
| Returns for 1 year | 9.93 | 17.26 | 58% |
| Returns for 3 years | 26.86 | 22.80 | 118% |
| Returns for 5 years | 71.85 | 47.20 | 152% |
| Returns for 10 years | 121.97 | 110.21 | 111% |