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SVFDX vs VIVAX
SVFDX vs VIVAX Comparison
Open Charts SVFDX vs VIVAX
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SVFDX vs VIVAX Comparison Chart in %
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SVFDX vs. VIVAX commentary
Jul 06, 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: 189B vs. SVFDX (4.57B). VIVAX pays higher dividends than SVFDX: VIVAX (2.06) vs SVFDX (1.61). SVFDX was incepted earlier than VIVAX: SVFDX (11 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 : 12.04 vs. SVFDX (-3.11). SVFDX return over 5 years is better than : 89.49 vs. VIVAX (80.14).
| 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 | 11 years | 33 years | - |
| Gain YTD | -2.360 | 6.209 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.57B | 189B | 2% |
| Annual Yield % from dividends | 1.61 | 2.06 | 78% |
| Returns for 1 year | -3.11 | 12.04 | -26% |
| Returns for 3 years | 28.71 | 35.16 | 82% |
| Returns for 5 years | 89.49 | 80.14 | 112% |
| Returns for 10 years | 94.40 | 115.74 | 82% |
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