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SVFAX vs VVIAX
SVFAX vs VVIAX Comparison
Open Charts SVFAX vs VVIAX
Vanguard Value Index Adm
Price$66.44
Change+$0.78 (+1.19%)
VolumeN/A
CapitalizationN/A
SVFAX vs VVIAX Comparison Chart
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SVFAX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. SVFAX (5.83B). VVIAX pays higher dividends than SVFAX: VVIAX (2.36) vs SVFAX (1.27). SVFAX was incepted earlier than VVIAX: SVFAX (11 years) vs VVIAX (24 years). SVFAX is a more actively managed with annual turnover of: 15.60 vs. VVIAX (10.00). SVFAX (3000) and VVIAX (3000) have matching initial minimum investment requirements. VVIAX annual gain was more profitable for investors over the last year : 15.21 vs. SVFAX (4.62). SVFAX return over 5 years is better than : 61.83 vs. VVIAX (41.36).
| SVFAX | VVIAX | SVFAX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 3.871 | 14.042 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.83B | 195B | 3% |
| Annual Yield % from dividends | 1.27 | 2.36 | 54% |
| Returns for 1 year | 4.62 | 15.21 | 30% |
| Returns for 3 years | 19.69 | 18.26 | 108% |
| Returns for 5 years | 61.83 | 41.36 | 149% |
| Returns for 10 years | 109.75 | 99.61 | 110% |
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