SMVLX
Price
$78.61
Change
+$0.24 (+0.31%)
Updated
Jul 25 closing price
Net Assets
4.56B
VIVIX
Price
$70.44
Change
+$0.29 (+0.41%)
Updated
Jul 25 closing price
Net Assets
195.18B
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SMVLX vs VIVIX

Header iconSMVLX vs VIVIX Comparison
Open Charts SMVLX vs VIVIXBanner chart's image
Smead Value Investor
Price$78.61
Change+$0.24 (+0.31%)
VolumeN/A
Net Assets4.56B
Vanguard Value Index I
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
SMVLX vs VIVIX Comparison Chart in %
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SMVLX vs. VIVIX commentary
Jul 27, 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 SMVLX is a Buy and VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. SMVLX (4.56B). VIVIX pays higher dividends than SMVLX: VIVIX (2.19) vs SMVLX (1.15). SMVLX was incepted earlier than VIVIX: SMVLX (18 years) vs VIVIX (27 years). SMVLX (1.22) is less costly to investors than VIVIX (0.04). SMVLX is a more actively managed with annual turnover of: 13.30 vs. VIVIX (9.00). SMVLX has a lower initial minimum investment than VIVIX: SMVLX (3000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 9.75 vs. SMVLX (-5.22). SMVLX return over 5 years is better than : 86.90 vs. VIVIX (74.87).
SMVLXVIVIXSMVLX / VIVIX
Total Expense Ratio1.220.043,050%
Annual Report Gross Expense Ratio1.220.043,050%
Fund Existence18 years27 years-
Gain YTD-0.6196.730-9%
Front LoadN/AN/A-
Min. Initial Investment300050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.56B195B2%
Annual Yield % from dividends1.152.1952%
Returns for 1 year-5.229.75-53%
Returns for 3 years27.0834.3279%
Returns for 5 years86.9074.87116%
Returns for 10 years100.21116.2686%
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