SVIIX
Price
$10.55
Change
+$0.10 (+0.96%)
Updated
Jun 12 closing price
Net Assets
272.87M
VIVAX
Price
$84.71
Change
+$0.78 (+0.93%)
Updated
Jun 12 closing price
Net Assets
245.01B
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SVIIX vs VIVAX

Header iconSVIIX vs VIVAX Comparison
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SVIIX vs VIVAX Comparison Chart in %
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SVIIX vs. VIVAX commentary
Jun 15, 2026

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 SVIIX is a Buy and VIVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 245B vs. SVIIX (273M). SVIIX pays higher dividends than VIVAX: SVIIX (2.63) vs VIVAX (1.76). SVIIX was incepted earlier than VIVAX: SVIIX (33 years) vs VIVAX (34 years). SVIIX (1.25) is less costly to investors than VIVAX (0.17). SVIIX is a more actively managed with annual turnover of: 157.00 vs. VIVAX (8.00). VIVAX has a lower initial minimum investment than SVIIX: VIVAX (0) vs SVIIX (2500). VIVAX annual gain was more profitable for investors over the last year : 24.33 vs. SVIIX (10.97). VIVAX return over 5 years is better than : 55.22 vs. SVIIX (-27.08).
SVIIXVIVAXSVIIX / VIVAX
Total Expense Ratio1.240.17729%
Annual Report Gross Expense Ratio1.250.17735%
Fund Existence33 years34 years-
Gain YTD15.42713.659113%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets273M245B0%
Annual Yield % from dividends2.631.76150%
Returns for 1 year10.9724.3345%
Returns for 3 years11.9654.1122%
Returns for 5 years-27.0855.22-49%
Returns for 10 years-20.71161.08-13%
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