SMVLX
Price
$84.95
Change
+$0.18 (+0.21%)
Updated
Dec 12 closing price
Net Assets
4.39B
VIVIX
Price
$75.09
Change
-$0.25 (-0.33%)
Updated
Dec 12 closing price
Net Assets
215.53B
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SMVLX vs VIVIX

Header iconSMVLX vs VIVIX Comparison
Open Charts SMVLX vs VIVIXBanner chart's image
Smead Value Investor
Price$84.95
Change+$0.18 (+0.21%)
VolumeN/A
Net Assets4.39B
Vanguard Value Index I
Price$75.09
Change-$0.25 (-0.33%)
VolumeN/A
Net Assets215.53B
SMVLX vs VIVIX Comparison Chart in %
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SMVLX vs. VIVIX commentary
Dec 14, 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 Hold.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 216B vs. SMVLX (4.39B). VIVIX pays higher dividends than SMVLX: VIVIX (2.05) vs SMVLX (1.03). 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 : 10.17 vs. SMVLX (2.33). SMVLX return over 5 years is better than : 72.56 vs. VIVIX (63.70).
SMVLXVIVIXSMVLX / VIVIX
Total Expense Ratio1.220.043,050%
Annual Report Gross Expense Ratio1.220.043,050%
Fund Existence18 years27 years-
Gain YTD6.57414.18846%
Front LoadN/AN/A-
Min. Initial Investment300050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.39B216B2%
Annual Yield % from dividends1.032.0550%
Returns for 1 year2.3310.1723%
Returns for 3 years27.3034.5379%
Returns for 5 years72.5663.70114%
Returns for 10 years122.78139.8988%
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