SVFYX
Price
$82.21
Change
+$0.19 (+0.23%)
Updated
Jan 17 closing price
Net Assets
6B
VIVAX
Price
$68.17
Change
+$0.42 (+0.62%)
Updated
Jan 17 closing price
Net Assets
183.52B
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SVFYX vs VIVAX

Header iconSVFYX vs VIVAX Comparison
Open Charts SVFYX vs VIVAXBanner chart's image
Smead Value Y
Price$82.21
Change+$0.19 (+0.23%)
VolumeN/A
Net Assets6B
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
SVFYX vs VIVAX Comparison Chart
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VS
SVFYX vs. VIVAX commentary
Jan 19, 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 Hold.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SVFYX (6B). VIVAX pays higher dividends than SVFYX: VIVAX (2.25) vs SVFYX (1.55). SVFYX was incepted earlier than VIVAX: SVFYX (10 years) vs VIVAX (32 years). SVFYX is a more actively managed with annual turnover of: 15.60 vs. VIVAX (10.00). 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 : 18.19 vs. SVFYX (11.84). SVFYX return over 5 years is better than : 71.38 vs. VIVAX (44.18).
SVFYXVIVAXSVFYX / VIVAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years32 years-
Gain YTD3.9193.194123%
Front LoadN/AN/A-
Min. Initial Investment100000003000333,333%
Min. Initial Investment IRAN/AN/A-
Net Assets6B184B3%
Annual Yield % from dividends1.552.2569%
Returns for 1 year11.8418.1965%
Returns for 3 years22.5518.46122%
Returns for 5 years71.3844.18162%
Returns for 10 years135.16111.10122%
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