SVFDX
Price
$75.71
Change
+$0.61 (+0.81%)
Updated
Aug 8 closing price
Net Assets
4.4B
VIVIX
Price
$69.40
Change
+$0.42 (+0.61%)
Updated
Aug 8 closing price
Net Assets
195.81B
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SVFDX vs VIVIX

Header iconSVFDX vs VIVIX Comparison
Open Charts SVFDX vs VIVIXBanner chart's image
Smead Value R1
Price$75.71
Change+$0.61 (+0.81%)
VolumeN/A
Net Assets4.4B
Vanguard Value Index I
Price$69.40
Change+$0.42 (+0.61%)
VolumeN/A
Net Assets195.81B
SVFDX vs VIVIX Comparison Chart in %
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SVFDX vs. VIVIX commentary
Aug 10, 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 VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. SVFDX (4.4B). VIVIX pays higher dividends than SVFDX: VIVIX (2.19) vs SVFDX (1.56). SVFDX was incepted earlier than VIVIX: SVFDX (11 years) vs VIVIX (27 years). SVFDX (4.74) is less costly to investors than VIVIX (0.04). SVFDX is a more actively managed with annual turnover of: 13.30 vs. VIVIX (9.00). 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 : 8.54 vs. SVFDX (-4.03). SVFDX return over 5 years is better than : 75.80 vs. VIVIX (67.23).
SVFDXVIVIXSVFDX / VIVIX
Total Expense Ratio1.600.044,000%
Annual Report Gross Expense Ratio4.740.0411,850%
Fund Existence11 years27 years-
Gain YTD-2.6194.518-58%
Front LoadN/AN/A-
Min. Initial Investment2500050000001%
Min. Initial Investment IRAN/AN/A-
Net Assets4.4B196B2%
Annual Yield % from dividends1.562.1972%
Returns for 1 year-4.038.54-47%
Returns for 3 years21.7128.5176%
Returns for 5 years75.8067.23113%
Returns for 10 years90.79111.7181%
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