SVFYX
Price
$74.02
Change
+$1.05 (+1.44%)
Updated
Jun 6 closing price
Net Assets
4.47B
VVIAX
Price
$67.50
Change
+$0.65 (+0.97%)
Updated
Jun 6 closing price
Net Assets
188.77B
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SVFYX vs VVIAX

Header iconSVFYX vs VVIAX Comparison
Open Charts SVFYX vs VVIAXBanner chart's image
Smead Value Y
Price$74.02
Change+$1.05 (+1.44%)
VolumeN/A
Net Assets4.47B
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
SVFYX vs VVIAX Comparison Chart
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SVFYX vs. VVIAX 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 VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. SVFYX (4.48B). VVIAX pays higher dividends than SVFYX: VVIAX (2.28) vs SVFYX (1.62). SVFYX was incepted earlier than VVIAX: SVFYX (11 years) vs VVIAX (25 years). SVFYX (0.80) is less costly to investors than VVIAX (0.05). SVFYX is a more actively managed with annual turnover of: 13.30 vs. VVIAX (9.00). 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 : 6.82 vs. SVFYX (-8.18). SVFYX return over 5 years is better than : 70.94 vs. VVIAX (58.69).
SVFYXVVIAXSVFYX / VVIAX
Total Expense Ratio0.800.051,600%
Annual Report Gross Expense Ratio0.800.051,600%
Fund Existence11 years25 years-
Gain YTD-7.7611.255-619%
Front LoadN/AN/A-
Min. Initial Investment100000003000333,333%
Min. Initial Investment IRAN/AN/A-
Net Assets4.48B189B2%
Annual Yield % from dividends1.622.2871%
Returns for 1 year-8.186.82-120%
Returns for 3 years10.9218.5159%
Returns for 5 years70.9458.69121%
Returns for 10 years98.28102.8996%
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