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SVFDX vs VVIAX
SVFDX vs VVIAX Comparison
Open Charts SVFDX vs VVIAX
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
SVFDX vs VVIAX Comparison Chart
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SVFDX vs. VVIAX commentary
Jun 07, 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: 189B vs. SVFDX (4.48B). VVIAX pays higher dividends than SVFDX: VVIAX (2.28) vs SVFDX (1.67). SVFDX was incepted earlier than VVIAX: SVFDX (11 years) vs VVIAX (25 years). SVFDX (4.74) is less costly to investors than VVIAX (0.05). SVFDX is a more actively managed with annual turnover of: 13.30 vs. VVIAX (9.00). 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 : 6.82 vs. SVFDX (-8.91). SVFDX return over 5 years is better than : 65.44 vs. VVIAX (58.69).
| SVFDX | VVIAX | SVFDX / VVIAX | |
| Total Expense Ratio | 1.60 | 0.05 | 3,200% |
| Annual Report Gross Expense Ratio | 4.74 | 0.05 | 9,480% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | -8.065 | 1.255 | -643% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.48B | 189B | 2% |
| Annual Yield % from dividends | 1.67 | 2.28 | 73% |
| Returns for 1 year | -8.91 | 6.82 | -131% |
| Returns for 3 years | 8.68 | 18.51 | 47% |
| Returns for 5 years | 65.44 | 58.69 | 112% |
| Returns for 10 years | 84.81 | 102.89 | 82% |
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