SVFYX
Price
$79.80
Change
-$1.58 (-1.94%)
Updated
Feb 21 closing price
Net Assets
5.71B
VIVIX
Price
$68.78
Change
-$0.82 (-1.18%)
Updated
Feb 21 closing price
Net Assets
192.55B
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SVFYX vs VIVIX

Header iconSVFYX vs VIVIX Comparison
Open Charts SVFYX vs VIVIXBanner chart's image
Smead Value Y
Price$79.80
Change-$1.58 (-1.94%)
VolumeN/A
Net Assets5.71B
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
SVFYX vs VIVIX Comparison Chart
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VS
SVFYX vs. VIVIX commentary
Feb 23, 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 VIVIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. SVFYX (5.72B). VIVIX pays higher dividends than SVFYX: VIVIX (2.37) vs SVFYX (1.55). SVFYX was incepted earlier than VIVIX: SVFYX (10 years) vs VIVIX (27 years). SVFYX is a more actively managed with annual turnover of: 15.60 vs. VIVIX (10.00). VIVIX has a lower initial minimum investment than SVFYX: VIVIX (5000000) vs SVFYX (10000000). VIVIX annual gain was more profitable for investors over the last year : 14.79 vs. SVFYX (5.10). SVFYX return over 5 years is better than : 73.22 vs. VIVIX (48.95).
SVFYXVIVIXSVFYX / VIVIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years27 years-
Gain YTD2.8695.40753%
Front LoadN/AN/A-
Min. Initial Investment100000005000000200%
Min. Initial Investment IRAN/AN/A-
Net Assets5.72B193B3%
Annual Yield % from dividends1.552.3766%
Returns for 1 year5.1014.7935%
Returns for 3 years27.3625.40108%
Returns for 5 years73.2248.95150%
Returns for 10 years121.24107.97112%
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