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SVFYX vs VIVAX
SVFYX vs VIVAX Comparison
Open Charts SVFYX vs VIVAX
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
SVFYX vs VIVAX Comparison Chart in %
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SVFYX vs. VIVAX commentary
Sep 09, 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 SVFYX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. SVFYX (4.63B). VIVAX pays higher dividends than SVFYX: VIVAX (1.99) vs SVFYX (1.41). SVFYX was incepted earlier than VIVAX: SVFYX (11 years) vs VIVAX (33 years). SVFYX (0.80) is less costly to investors than VIVAX (0.17). SVFYX is a more actively managed with annual turnover of: 13.30 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than SVFYX: VIVAX (3000) vs SVFYX (10000000). VIVAX annual gain was more profitable for investors over the last year : 7.74 vs. SVFYX (1.67). SVFYX return over 5 years is better than : 90.69 vs. VIVAX (70.18).
| SVFYX | VIVAX | SVFYX / VIVAX | |
| Total Expense Ratio | 0.80 | 0.17 | 471% |
| Annual Report Gross Expense Ratio | 0.80 | 0.17 | 471% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 5.284 | 7.845 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 203B | 2% |
| Annual Yield % from dividends | 1.41 | 1.99 | 71% |
| Returns for 1 year | 1.67 | 7.74 | 22% |
| Returns for 3 years | 37.00 | 36.63 | 101% |
| Returns for 5 years | 90.69 | 70.18 | 129% |
| Returns for 10 years | 131.86 | 131.64 | 100% |
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