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SVFDX vs VIVIX
SVFDX vs VIVIX Comparison
Open Charts SVFDX vs VIVIX
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
SVFDX vs VIVIX Comparison Chart
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SVFDX vs. VIVIX commentary
Feb 23, 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 Hold and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. SVFDX (5.72B). VIVIX pays higher dividends than SVFDX: VIVIX (2.37) vs SVFDX (1.02). SVFDX was incepted earlier than VIVIX: SVFDX (10 years) vs VIVIX (27 years). SVFDX is a more actively managed with annual turnover of: 15.60 vs. VIVIX (10.00). SVFDX has a lower initial minimum investment than VIVIX: SVFDX (25000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 13.44 vs. SVFDX (2.25). SVFDX return over 5 years is better than : 64.39 vs. VIVIX (47.20).
| SVFDX | VIVIX | SVFDX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 0.765 | 4.165 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.72B | 193B | 3% |
| Annual Yield % from dividends | 1.02 | 2.37 | 43% |
| Returns for 1 year | 2.25 | 13.44 | 17% |
| Returns for 3 years | 22.39 | 23.92 | 94% |
| Returns for 5 years | 64.39 | 47.20 | 136% |
| Returns for 10 years | 102.26 | 105.52 | 97% |