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SVFYX vs VIVAX
SVFYX vs VIVAX Comparison
Open Charts SVFYX vs VIVAX
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
SVFYX vs VIVAX Comparison Chart
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SVFYX vs. VIVAX commentary
Dec 19, 2024
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: 195B vs. SVFYX (5.99B). 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 : 16.42 vs. SVFYX (8.42). SVFYX return over 5 years is better than : 70.23 vs. VIVAX (44.64).
| SVFYX | VIVAX | SVFYX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 6.874 | 16.008 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.99B | 195B | 3% |
| Annual Yield % from dividends | 1.55 | 2.25 | 69% |
| Returns for 1 year | 8.42 | 16.42 | 51% |
| Returns for 3 years | 25.34 | 20.48 | 124% |
| Returns for 5 years | 70.23 | 44.64 | 157% |
| Returns for 10 years | 123.51 | 104.82 | 118% |
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