Interact to see
Advertisement
Advertisement
SVFAX vs VIVIX
SVFAX vs VIVIX Comparison
Open Charts SVFAX vs VIVIX
Vanguard Value Index I
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
SVFAX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SVFAX vs. VIVIX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. SVFAX (4.58B). VIVIX pays higher dividends than SVFAX: VIVIX (2.29) vs SVFAX (1.27). 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 : 8.01 vs. SVFAX (-4.59). SVFAX return over 5 years is better than : 86.69 vs. VIVIX (72.56).
| SVFAX | VIVIX | SVFAX / VIVIX | |
| Total Expense Ratio | 1.22 | 0.04 | 3,050% |
| Annual Report Gross Expense Ratio | 1.22 | 0.04 | 3,050% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | -4.981 | 2.452 | -203% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 189B | 2% |
| Annual Yield % from dividends | 1.27 | 2.29 | 56% |
| Returns for 1 year | -4.59 | 8.01 | -57% |
| Returns for 3 years | 24.50 | 32.19 | 76% |
| Returns for 5 years | 86.69 | 72.56 | 119% |
| Returns for 10 years | 95.11 | 103.54 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| REVRX | 12.93 | -0.13 | -1.00% |
| Columbia Global Value R | |||
| VRVIX | 325.53 | -3.29 | -1.00% |
| Vanguard Russell 1000 Value Index I | |||
| BBTSX | 12.08 | -0.18 | -1.47% |
| Bridge Builder Tax Managed Sm/Md Cp | |||
| TSFAX | 14.07 | -0.27 | -1.88% |
| Touchstone Small Cap A | |||
| HDSVX | 16.38 | -0.34 | -2.03% |
| Hodges Small Intrinsic Value Retail | |||