SVFYX
Price
$74.91
Change
+$0.74 (+1.00%)
Updated
Jun 26 closing price
Net Assets
4.44B
VIVAX
Price
$68.71
Change
+$0.48 (+0.70%)
Updated
Jun 26 closing price
Net Assets
188.77B
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SVFYX vs VIVAX

Header iconSVFYX vs VIVAX Comparison
Open Charts SVFYX vs VIVAXBanner chart's image
Smead Value Y
Price$74.91
Change+$0.74 (+1.00%)
VolumeN/A
Net Assets4.44B
Vanguard Value Index I
Price$68.71
Change+$0.48 (+0.70%)
VolumeN/A
Net Assets188.77B
SVFYX vs VIVAX Comparison Chart in %
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SVFYX vs. VIVAX commentary
Jun 27, 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 SVFYX is a Buy and VIVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. SVFYX (4.44B). VIVAX pays higher dividends than SVFYX: VIVAX (2.16) vs SVFYX (1.62). SVFYX was incepted earlier than VIVAX: SVFYX (11 years) vs VIVAX (33 years). SVFYX (0.80) is less costly to investors than VIVAX (0.17). SVFYX is a more actively managed with annual turnover of: 13.30 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than SVFYX: VIVAX (3000) vs SVFYX (10000000). VIVAX annual gain was more profitable for investors over the last year : 8.64 vs. SVFYX (-6.16). SVFYX return over 5 years is better than : 93.55 vs. VIVAX (80.98).
SVFYXVIVAXSVFYX / VIVAX
Total Expense Ratio0.800.17471%
Annual Report Gross Expense Ratio0.800.17471%
Fund Existence11 years33 years-
Gain YTD-6.2443.312-189%
Front LoadN/AN/A-
Min. Initial Investment100000003000333,333%
Min. Initial Investment IRAN/AN/A-
Net Assets4.44B189B2%
Annual Yield % from dividends1.622.1675%
Returns for 1 year-6.168.64-71%
Returns for 3 years24.5830.6780%
Returns for 5 years93.5580.98116%
Returns for 10 years101.64110.4392%
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