SVFYX
Price
$79.80
Change
-$1.58 (-1.94%)
Updated
Feb 21 closing price
Net Assets
5.71B
VVIAX
Price
$68.79
Change
-$0.81 (-1.16%)
Updated
Feb 21 closing price
Net Assets
192.55B
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SVFYX vs VVIAX

Header iconSVFYX vs VVIAX Comparison
Open Charts SVFYX vs VVIAXBanner chart's image
Smead Value Y
Price$79.80
Change-$1.58 (-1.94%)
VolumeN/A
Net Assets5.71B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
SVFYX vs VVIAX Comparison Chart
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SVFYX vs. VVIAX 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 VVIAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. SVFYX (5.72B). VVIAX pays higher dividends than SVFYX: VVIAX (2.36) vs SVFYX (1.55). SVFYX was incepted earlier than VVIAX: SVFYX (10 years) vs VVIAX (24 years). SVFYX is a more actively managed with annual turnover of: 15.60 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than SVFYX: VVIAX (3000) vs SVFYX (10000000). VVIAX 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. VVIAX (48.95).
SVFYXVVIAXSVFYX / VVIAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years24 years-
Gain YTD2.8695.39153%
Front LoadN/AN/A-
Min. Initial Investment100000003000333,333%
Min. Initial Investment IRAN/AN/A-
Net Assets5.72B193B3%
Annual Yield % from dividends1.552.3666%
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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