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SVFYX vs VIVIX
SVFYX vs VIVIX Comparison
Open Charts SVFYX vs VIVIX
Vanguard Value Index I
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
SVFYX vs VIVIX Comparison Chart
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SVFYX vs. VIVIX commentary
Apr 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. SVFYX (4.46B). VIVIX pays higher dividends than SVFYX: VIVIX (2.27) vs SVFYX (1.53). SVFYX was incepted earlier than VIVIX: SVFYX (10 years) vs VIVIX (27 years). SVFYX (0.82) is less costly to investors than VIVIX (0.04). SVFYX is a more actively managed with annual turnover of: 13.30 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 : 2.23 vs. SVFYX (-17.16). SVFYX return over 5 years is better than : 85.51 vs. VIVIX (66.77).
| SVFYX | VIVIX | SVFYX / VIVIX | |
| Total Expense Ratio | 0.82 | 0.04 | 2,050% |
| Annual Report Gross Expense Ratio | 0.82 | 0.04 | 2,050% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -14.625 | -4.290 | 341% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 5000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.46B | 191B | 2% |
| Annual Yield % from dividends | 1.53 | 2.27 | 67% |
| Returns for 1 year | -17.16 | 2.23 | -770% |
| Returns for 3 years | 1.99 | 9.75 | 20% |
| Returns for 5 years | 85.51 | 66.77 | 128% |
| Returns for 10 years | 83.43 | 91.47 | 91% |
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