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SVFDX vs VIVAX
SVFDX vs VIVAX Comparison
Open Charts SVFDX vs VIVAX
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
SVFDX vs VIVAX Comparison Chart
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SVFDX vs. VIVAX commentary
May 09, 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 SVFDX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SVFDX (4.45B). VIVAX pays higher dividends than SVFDX: VIVAX (2.22) vs SVFDX (1.72). SVFDX was incepted earlier than VIVAX: SVFDX (10 years) vs VIVAX (33 years). SVFDX (4.74) is less costly to investors than VIVAX (0.17). SVFDX is a more actively managed with annual turnover of: 13.30 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than SVFDX: VIVAX (3000) vs SVFDX (25000). VIVAX annual gain was more profitable for investors over the last year : 5.12 vs. SVFDX (-14.28). SVFDX return over 5 years is better than : 81.18 vs. VIVAX (72.17).
| SVFDX | VIVAX | SVFDX / VIVAX | |
| Total Expense Ratio | 1.60 | 0.17 | 941% |
| Annual Report Gross Expense Ratio | 4.74 | 0.17 | 2,788% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | -11.787 | -0.958 | 1,230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.45B | 184B | 2% |
| Annual Yield % from dividends | 1.72 | 2.22 | 77% |
| Returns for 1 year | -14.28 | 5.12 | -279% |
| Returns for 3 years | 5.71 | 20.66 | 28% |
| Returns for 5 years | 81.18 | 72.17 | 112% |
| Returns for 10 years | 76.24 | 96.24 | 79% |
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