Ad is loading...
SVFDX vs VIVAX
SVFDX vs VIVAX Comparison
Open Charts SVFDX vs VIVAX
Vanguard Value Index I
Price$63.13
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
SVFDX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SVFDX vs. VIVAX commentary
Apr 18, 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: 191B vs. SVFDX (4.41B). VIVAX pays higher dividends than SVFDX: VIVAX (2.14) vs SVFDX (1.57). SVFDX was incepted earlier than VIVAX: SVFDX (10 years) vs VIVAX (32 years). SVFDX (1.57) is less costly to investors than VIVAX (0.17). SVFDX is a more actively managed with annual turnover of: 13.30 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 : 4.48 vs. SVFDX (-14.66). SVFDX return over 5 years is better than : 81.81 vs. VIVAX (64.54).
| SVFDX | VIVAX | SVFDX / VIVAX | |
| Total Expense Ratio | 1.57 | 0.17 | 924% |
| Annual Report Gross Expense Ratio | 1.57 | 0.17 | 924% |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | -14.302 | -4.652 | 307% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.41B | 191B | 2% |
| Annual Yield % from dividends | 1.57 | 2.14 | 73% |
| Returns for 1 year | -14.66 | 4.48 | -327% |
| Returns for 3 years | -0.38 | 9.28 | -4% |
| Returns for 5 years | 81.81 | 64.54 | 127% |
| Returns for 10 years | 74.48 | 90.29 | 82% |