SVFYX
Price
$75.31
Change
-$0.39 (-0.52%)
Updated
Jun 13 closing price
Net Assets
4.58B
VIVIX
Price
$67.63
Change
-$0.55 (-0.81%)
Updated
Jun 13 closing price
Net Assets
188.77B
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SVFYX vs VIVIX

Header iconSVFYX vs VIVIX Comparison
Open Charts SVFYX vs VIVIXBanner chart's image
Smead Value Y
Price$75.31
Change-$0.39 (-0.52%)
VolumeN/A
Net Assets4.58B
Vanguard Value Index I
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
SVFYX vs VIVIX Comparison Chart
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SVFYX vs. VIVIX commentary
Jun 16, 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: 189B vs. SVFYX (4.58B). VIVIX pays higher dividends than SVFYX: VIVIX (2.29) vs SVFYX (1.62). 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 : 8.01 vs. SVFYX (-4.28). SVFYX return over 5 years is better than : 90.16 vs. VIVIX (72.56).
SVFYXVIVIXSVFYX / VIVIX
Total Expense Ratio0.800.042,000%
Annual Report Gross Expense Ratio0.800.042,000%
Fund Existence11 years27 years-
Gain YTD-4.8032.452-196%
Front LoadN/AN/A-
Min. Initial Investment100000005000000200%
Min. Initial Investment IRAN/AN/A-
Net Assets4.58B189B2%
Annual Yield % from dividends1.622.2971%
Returns for 1 year-4.288.01-53%
Returns for 3 years25.8232.1980%
Returns for 5 years90.1672.56124%
Returns for 10 years102.78103.5499%
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