SVFDX
Price
$77.71
Change
-$1.54 (-1.94%)
Updated
Feb 21 closing price
Net Assets
5.71B
VVIAX
Price
$68.79
Change
-$0.81 (-1.16%)
Updated
Feb 21 closing price
Net Assets
192.55B
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SVFDX vs VVIAX

Header iconSVFDX vs VVIAX Comparison
Open Charts SVFDX vs VVIAXBanner chart's image
Smead Value R1
Price$77.71
Change-$1.54 (-1.94%)
VolumeN/A
Net Assets5.71B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
SVFDX vs VVIAX Comparison Chart
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SVFDX vs. VVIAX 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 VVIAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. SVFDX (5.72B). VVIAX pays higher dividends than SVFDX: VVIAX (2.36) vs SVFDX (1.02). SVFDX was incepted earlier than VVIAX: SVFDX (10 years) vs VVIAX (24 years). SVFDX is a more actively managed with annual turnover of: 15.60 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than SVFDX: VVIAX (3000) vs SVFDX (25000). VVIAX annual gain was more profitable for investors over the last year : 13.46 vs. SVFDX (2.25). SVFDX return over 5 years is better than : 64.39 vs. VVIAX (47.22).
SVFDXVVIAXSVFDX / VVIAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years24 years-
Gain YTD0.7654.16418%
Front LoadN/AN/A-
Min. Initial Investment250003000833%
Min. Initial Investment IRAN/AN/A-
Net Assets5.72B193B3%
Annual Yield % from dividends1.022.3643%
Returns for 1 year2.2513.4617%
Returns for 3 years22.3923.9494%
Returns for 5 years64.3947.22136%
Returns for 10 years102.26105.5597%
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