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SVFDX vs VIVAX
SVFDX vs VIVAX Comparison
Open Charts SVFDX vs VIVAX
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
SVFDX vs VIVAX Comparison Chart
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SVFDX vs. VIVAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SVFDX (6B). VIVAX pays higher dividends than SVFDX: VIVAX (2.25) vs SVFDX (1.02). SVFDX was incepted earlier than VIVAX: SVFDX (10 years) vs VIVAX (32 years). SVFDX is a more actively managed with annual turnover of: 15.60 vs. VIVAX (10.00). 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 : 18.19 vs. SVFDX (10.95). SVFDX return over 5 years is better than : 65.86 vs. VIVAX (44.18).
| SVFDX | VIVAX | SVFDX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 3.890 | 3.194 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6B | 184B | 3% |
| Annual Yield % from dividends | 1.02 | 2.25 | 45% |
| Returns for 1 year | 10.95 | 18.19 | 60% |
| Returns for 3 years | 20.10 | 18.46 | 109% |
| Returns for 5 years | 65.86 | 44.18 | 149% |
| Returns for 10 years | 119.23 | 111.10 | 107% |
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