Ad is loading...
SVFDX vs VVIAX
SVFDX vs VVIAX Comparison
Open Charts SVFDX vs VVIAX
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
SVFDX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SVFDX vs. VVIAX commentary
Dec 19, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. SVFDX (5.99B). 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 : 16.45 vs. SVFDX (7.57). SVFDX return over 5 years is better than : 64.77 vs. VVIAX (44.62).
| 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 | 4.581 | 16.051 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.99B | 195B | 3% |
| Annual Yield % from dividends | 1.02 | 2.36 | 43% |
| Returns for 1 year | 7.57 | 16.45 | 46% |
| Returns for 3 years | 22.97 | 20.49 | 112% |
| Returns for 5 years | 64.77 | 44.62 | 145% |
| Returns for 10 years | 108.39 | 104.84 | 103% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers