SVFYX
Price
$77.55
Change
-$0.29 (-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
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SVFYX vs VIVAX

Header iconSVFYX vs VIVAX Comparison
Open Charts SVFYX vs VIVAXBanner chart's image
Smead Value Y
Price$77.55
Change-$0.29 (-0.37%)
VolumeN/A
Net Assets4.57B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SVFYX vs VIVAX Comparison Chart in %
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SVFYX vs. VIVAX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. SVFYX (4.57B). VIVAX pays higher dividends than SVFYX: VIVAX (2.06) vs SVFYX (1.56). 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 : 12.04 vs. SVFYX (-2.34). SVFYX return over 5 years is better than : 95.86 vs. VIVAX (80.14).
SVFYXVIVAXSVFYX / VIVAX
Total Expense Ratio0.800.17471%
Annual Report Gross Expense Ratio0.800.17471%
Fund Existence11 years33 years-
Gain YTD-1.9726.209-32%
Front LoadN/AN/A-
Min. Initial Investment100000003000333,333%
Min. Initial Investment IRAN/AN/A-
Net Assets4.57B189B2%
Annual Yield % from dividends1.562.0676%
Returns for 1 year-2.3412.04-19%
Returns for 3 years31.3535.1689%
Returns for 5 years95.8680.14120%
Returns for 10 years108.56115.7494%
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