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SVFDX vs VVIAX
SVFDX vs VVIAX Comparison
Open Charts SVFDX vs VVIAX
Vanguard Value Index Adm
Price$67.82
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SVFDX vs VVIAX Comparison Chart
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SVFDX vs. VVIAX commentary
Sep 20, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. SVFDX (6.33B). 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). SVFDX annual gain was more profitable for investors over the last year : 21.87 vs. VVIAX (20.40). SVFDX return over 5 years is better than : 77.70 vs. VVIAX (54.20).
| SVFDX | VVIAX | SVFDX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 8.651 | 15.359 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33B | 183B | 3% |
| Annual Yield % from dividends | 1.02 | 2.36 | 43% |
| Returns for 1 year | 21.87 | 20.40 | 107% |
| Returns for 3 years | 28.34 | 25.00 | 113% |
| Returns for 5 years | 77.70 | 54.20 | 143% |
| Returns for 10 years | N/A | 109.21 | - |