SVFAX
Price
$76.58
Change
-$0.29 (-0.38%)
Updated
Jul 3 closing price
Net Assets
4.57B
VIVIX
Price
$70.10
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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SVFAX vs VIVIX

Header iconSVFAX vs VIVIX Comparison
Open Charts SVFAX vs VIVIXBanner chart's image
Smead Value A
Price$76.58
Change-$0.29 (-0.38%)
VolumeN/A
Net Assets4.57B
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SVFAX vs VIVIX Comparison Chart in %
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SVFAX vs. VIVIX commentary
Jul 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 SVFAX is a Buy and VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. SVFAX (4.57B). VIVIX pays higher dividends than SVFAX: VIVIX (2.19) vs SVFAX (1.23). SVFAX was incepted earlier than VIVIX: SVFAX (11 years) vs VIVIX (27 years). SVFAX (1.22) is less costly to investors than VIVIX (0.04). SVFAX is a more actively managed with annual turnover of: 13.30 vs. VIVIX (9.00). SVFAX has a lower initial minimum investment than VIVIX: SVFAX (3000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 12.05 vs. SVFAX (-2.66). SVFAX return over 5 years is better than : 92.27 vs. VIVIX (80.14).
SVFAXVIVIXSVFAX / VIVIX
Total Expense Ratio1.220.043,050%
Annual Report Gross Expense Ratio1.220.043,050%
Fund Existence11 years27 years-
Gain YTD-2.1846.215-35%
Front Load6%N/A-
Min. Initial Investment300050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.57B189B2%
Annual Yield % from dividends1.232.1956%
Returns for 1 year-2.6612.05-22%
Returns for 3 years29.9835.1785%
Returns for 5 years92.2780.14115%
Returns for 10 years100.66115.6887%
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