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SVFDX vs VVIAX
SVFDX vs VVIAX Comparison
Open Charts SVFDX vs VVIAX
Vanguard Value Index Adm
Price$63.11
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
SVFDX vs VVIAX Comparison Chart
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SVFDX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. SVFDX (4.41B). VVIAX pays higher dividends than SVFDX: VVIAX (2.26) vs SVFDX (1.57). SVFDX was incepted earlier than VVIAX: SVFDX (10 years) vs VVIAX (24 years). SVFDX (1.57) is less costly to investors than VVIAX (0.05). SVFDX is a more actively managed with annual turnover of: 13.30 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 : 4.49 vs. SVFDX (-14.66). SVFDX return over 5 years is better than : 81.81 vs. VVIAX (64.55).
| SVFDX | VVIAX | SVFDX / VVIAX | |
| Total Expense Ratio | 1.57 | 0.05 | 3,140% |
| Annual Report Gross Expense Ratio | 1.57 | 0.05 | 3,140% |
| Fund Existence | 10 years | 24 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 | 2.26 | 69% |
| Returns for 1 year | -14.66 | 4.49 | -326% |
| Returns for 3 years | -0.38 | 9.27 | -4% |
| Returns for 5 years | 81.81 | 64.55 | 127% |
| Returns for 10 years | 74.48 | 90.25 | 83% |
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