SVFDX
Price
$75.30
Change
-$0.28 (-0.37%)
Updated
Jul 3 closing price
Net Assets
4.57B
VIVAX
Price
$70.13
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
Interact to see
Advertisement

SVFDX vs VIVAX

Header iconSVFDX vs VIVAX Comparison
Open Charts SVFDX vs VIVAXBanner chart's image
Smead Value R1
Price$75.30
Change-$0.28 (-0.37%)
VolumeN/A
Net Assets4.57B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SVFDX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
SVFDX vs. VIVAX commentary
Jul 06, 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 SVFDX is a Buy and VIVAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. SVFDX (4.57B). VIVAX pays higher dividends than SVFDX: VIVAX (2.06) vs SVFDX (1.61). SVFDX was incepted earlier than VIVAX: SVFDX (11 years) vs VIVAX (33 years). SVFDX (4.74) is less costly to investors than VIVAX (0.17). SVFDX is a more actively managed with annual turnover of: 13.30 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than SVFDX: VIVAX (3000) vs SVFDX (25000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. SVFDX (-3.11). SVFDX return over 5 years is better than : 89.49 vs. VIVAX (80.14).
SVFDXVIVAXSVFDX / VIVAX
Total Expense Ratio1.600.17941%
Annual Report Gross Expense Ratio4.740.172,788%
Fund Existence11 years33 years-
Gain YTD-2.3606.209-38%
Front LoadN/AN/A-
Min. Initial Investment250003000833%
Min. Initial Investment IRAN/AN/A-
Net Assets4.57B189B2%
Annual Yield % from dividends1.612.0678%
Returns for 1 year-3.1112.04-26%
Returns for 3 years28.7135.1682%
Returns for 5 years89.4980.14112%
Returns for 10 years94.40115.7482%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JARTX54.050.79
+1.48%
Janus Henderson Forty S
GSYPX41.280.26
+0.63%
Goldman Sachs Small Cap Value P
GILCX45.520.28
+0.62%
NAA Large Cap Value Institutional
ARTGX26.170.09
+0.35%
Artisan Global Value Investor
ESISX16.70-0.03
-0.18%
Parametric International Equity R6