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SVFYX vs VIVAX
SVFYX vs VIVAX Comparison
Open Charts SVFYX vs VIVAX
Vanguard Value Index I
Price$69.00
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
SVFYX vs VIVAX Comparison Chart in %
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SVFYX vs. VIVAX commentary
Aug 08, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. SVFYX (4.46B). VIVAX pays higher dividends than SVFYX: VIVAX (2.06) vs SVFYX (1.52). 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 : 10.52 vs. SVFYX (-1.36). SVFYX return over 5 years is better than : 82.85 vs. VIVAX (67.38).
| SVFYX | VIVAX | SVFYX / VIVAX | |
| Total Expense Ratio | 0.80 | 0.17 | 471% |
| Annual Report Gross Expense Ratio | 0.80 | 0.17 | 471% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | -1.530 | 4.604 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.46B | 196B | 2% |
| Annual Yield % from dividends | 1.52 | 2.06 | 74% |
| Returns for 1 year | -1.36 | 10.52 | -13% |
| Returns for 3 years | 25.45 | 28.85 | 88% |
| Returns for 5 years | 82.85 | 67.38 | 123% |
| Returns for 10 years | 105.98 | 109.96 | 96% |
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