SVFYX
Price
$74.02
Change
+$1.05 (+1.44%)
Updated
Jun 6 closing price
Net Assets
4.47B
VIVAX
Price
$67.51
Change
+$0.65 (+0.97%)
Updated
Jun 6 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$74.02
Change+$1.05 (+1.44%)
VolumeN/A
Net Assets4.47B
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
SVFYX vs VIVAX Comparison Chart
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SVFYX vs. VIVAX commentary
Jun 07, 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 (4.48B). 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 : 6.81 vs. SVFYX (-8.18). SVFYX return over 5 years is better than : 70.94 vs. VIVAX (58.70).
SVFYXVIVAXSVFYX / VIVAX
Total Expense Ratio0.800.17471%
Annual Report Gross Expense Ratio0.800.17471%
Fund Existence11 years33 years-
Gain YTD-7.7611.238-627%
Front LoadN/AN/A-
Min. Initial Investment100000003000333,333%
Min. Initial Investment IRAN/AN/A-
Net Assets4.48B189B2%
Annual Yield % from dividends1.622.1675%
Returns for 1 year-8.186.81-120%
Returns for 3 years10.9218.5159%
Returns for 5 years70.9458.70121%
Returns for 10 years98.28102.9096%
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