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SVFDX vs VVIAX
SVFDX vs VVIAX Comparison
Open Charts SVFDX vs VVIAX
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
SVFDX vs VVIAX Comparison Chart in %
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SVFDX vs. VVIAX commentary
Aug 18, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. SVFDX (4.55B). VVIAX pays higher dividends than SVFDX: VVIAX (2.18) vs SVFDX (1.56). SVFDX was incepted earlier than VVIAX: SVFDX (11 years) vs VVIAX (25 years). SVFDX (4.74) is less costly to investors than VVIAX (0.05). SVFDX is a more actively managed with annual turnover of: 13.30 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than SVFDX: VVIAX (3000) vs SVFDX (25000). VVIAX annual gain was more profitable for investors over the last year : 7.91 vs. SVFDX (-2.00). SVFDX return over 5 years is better than : 78.62 vs. VVIAX (68.54).
| SVFDX | VVIAX | SVFDX / VVIAX | |
| Total Expense Ratio | 1.60 | 0.05 | 3,200% |
| Annual Report Gross Expense Ratio | 4.74 | 0.05 | 9,480% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 1.426 | 6.517 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 196B | 2% |
| Annual Yield % from dividends | 1.56 | 2.18 | 72% |
| Returns for 1 year | -2.00 | 7.91 | -25% |
| Returns for 3 years | 21.87 | 25.93 | 84% |
| Returns for 5 years | 78.62 | 68.54 | 115% |
| Returns for 10 years | 97.14 | 114.61 | 85% |
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