SVFKX
Price
$72.10
Change
-$0.03 (-0.04%)
Updated
May 9 closing price
Net Assets
4.59B
VVIAX
Price
$65.57
Change
-$0.07 (-0.11%)
Updated
May 9 closing price
Net Assets
183.65B
Ad is loading...

SVFKX vs VVIAX

Header iconSVFKX vs VVIAX Comparison
Open Charts SVFKX vs VVIAXBanner chart's image
Smead Value R2
Price$72.10
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets4.59B
Vanguard Value Index Adm
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
SVFKX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
SVFKX vs. VVIAX commentary
May 12, 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 SVFKX is a Buy and VVIAX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. SVFKX (4.59B). VVIAX pays higher dividends than SVFKX: VVIAX (2.34) vs SVFKX (1.04). SVFKX was incepted earlier than VVIAX: SVFKX (10 years) vs VVIAX (25 years). SVFKX (1.47) is less costly to investors than VVIAX (0.05). SVFKX is a more actively managed with annual turnover of: 13.30 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than SVFKX: VVIAX (3000) vs SVFKX (25000). VVIAX annual gain was more profitable for investors over the last year : 4.59 vs. SVFKX (-12.96). SVFKX return over 5 years is better than : 85.70 vs. VVIAX (72.66).
SVFKXVVIAXSVFKX / VVIAX
Total Expense Ratio1.450.052,900%
Annual Report Gross Expense Ratio1.470.052,940%
Fund Existence10 years25 years-
Gain YTD-9.965-0.6841,457%
Front LoadN/AN/A-
Min. Initial Investment250003000833%
Min. Initial Investment IRAN/AN/A-
Net Assets4.59B184B2%
Annual Yield % from dividends1.042.3444%
Returns for 1 year-12.964.59-282%
Returns for 3 years12.3721.4158%
Returns for 5 years85.7072.66118%
Returns for 10 years89.4797.3492%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RMMTX17.000.03
+0.18%
Russell Inv Emerging Markets M
FBKFX15.580.02
+0.13%
Fidelity Balanced K6
MSVZX8.720.01
+0.11%
MassMutual Small Company Val I
HBLCX14.00N/A
N/A
Hartford Balanced Income C
MUXRX24.39-0.02
-0.08%
Victory S&P 500 Index R