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SVFYX vs VIVAX
SVFYX vs VIVAX Comparison
Open Charts SVFYX vs VIVAX
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
SVFYX vs VIVAX Comparison Chart in %
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SVFYX vs. VIVAX 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 SVFYX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. SVFYX (4.55B). VIVAX pays higher dividends than SVFYX: VIVAX (2.06) vs SVFYX (1.52). 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 : 7.90 vs. SVFYX (-1.22). SVFYX return over 5 years is better than : 84.60 vs. VIVAX (68.56).
| 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 | 1.921 | 6.512 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 196B | 2% |
| Annual Yield % from dividends | 1.52 | 2.06 | 74% |
| Returns for 1 year | -1.22 | 7.90 | -15% |
| Returns for 3 years | 24.39 | 25.93 | 94% |
| Returns for 5 years | 84.60 | 68.56 | 123% |
| Returns for 10 years | 111.53 | 114.64 | 97% |
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