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SVFDX vs VIVAX
SVFDX vs VIVAX Comparison
Open Charts SVFDX vs VIVAX
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
SVFDX vs VIVAX Comparison Chart
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SVFDX vs. VIVAX commentary
Dec 19, 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 SVFDX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SVFDX (5.99B). 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 : 16.42 vs. SVFDX (7.57). SVFDX return over 5 years is better than : 64.77 vs. VIVAX (44.64).
| 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 | 4.581 | 16.008 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.99B | 195B | 3% |
| Annual Yield % from dividends | 1.02 | 2.25 | 45% |
| Returns for 1 year | 7.57 | 16.42 | 46% |
| Returns for 3 years | 22.97 | 20.48 | 112% |
| Returns for 5 years | 64.77 | 44.64 | 145% |
| Returns for 10 years | 108.39 | 104.82 | 103% |
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