SVFYX
Price
$80.63
Change
+$0.17 (+0.21%)
Updated
Aug 15 closing price
Net Assets
4.55B
VIVIX
Price
$70.31
Change
-$0.09 (-0.13%)
Updated
Aug 15 closing price
Net Assets
195.81B
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SVFYX vs VIVIX

Header iconSVFYX vs VIVIX Comparison
Open Charts SVFYX vs VIVIXBanner chart's image
Smead Value Y
Price$80.63
Change+$0.17 (+0.21%)
VolumeN/A
Net Assets4.55B
Vanguard Value Index I
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
SVFYX vs VIVIX Comparison Chart in %
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SVFYX vs. VIVIX 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 VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. SVFYX (4.55B). VIVIX pays higher dividends than SVFYX: VIVIX (2.19) vs SVFYX (1.52). SVFYX was incepted earlier than VIVIX: SVFYX (11 years) vs VIVIX (27 years). SVFYX (0.80) is less costly to investors than VIVIX (0.04). SVFYX is a more actively managed with annual turnover of: 13.30 vs. VIVIX (9.00). VIVIX has a lower initial minimum investment than SVFYX: VIVIX (5000000) vs SVFYX (10000000). VIVIX annual gain was more profitable for investors over the last year : 7.91 vs. SVFYX (-1.22). SVFYX return over 5 years is better than : 84.60 vs. VIVIX (68.54).
SVFYXVIVIXSVFYX / VIVIX
Total Expense Ratio0.800.042,000%
Annual Report Gross Expense Ratio0.800.042,000%
Fund Existence11 years27 years-
Gain YTD1.9216.53329%
Front LoadN/AN/A-
Min. Initial Investment100000005000000200%
Min. Initial Investment IRAN/AN/A-
Net Assets4.55B196B2%
Annual Yield % from dividends1.522.1969%
Returns for 1 year-1.227.91-15%
Returns for 3 years24.3925.9394%
Returns for 5 years84.6068.54123%
Returns for 10 years111.53114.6197%
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