SVFYX
Price
$77.55
Change
-$0.29 (-0.37%)
Updated
Jul 3 closing price
Net Assets
4.57B
VVIAX
Price
$70.10
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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SVFYX vs VVIAX

Header iconSVFYX vs VVIAX Comparison
Open Charts SVFYX vs VVIAXBanner chart's image
Smead Value Y
Price$77.55
Change-$0.29 (-0.37%)
VolumeN/A
Net Assets4.57B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SVFYX vs VVIAX Comparison Chart in %
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SVFYX vs. VVIAX 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 VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. SVFYX (4.57B). VVIAX pays higher dividends than SVFYX: VVIAX (2.18) vs SVFYX (1.56). SVFYX was incepted earlier than VVIAX: SVFYX (11 years) vs VVIAX (25 years). SVFYX (0.80) is less costly to investors than VVIAX (0.05). SVFYX is a more actively managed with annual turnover of: 13.30 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than SVFYX: VVIAX (3000) vs SVFYX (10000000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. SVFYX (-2.34). SVFYX return over 5 years is better than : 95.86 vs. VVIAX (80.13).
SVFYXVVIAXSVFYX / VVIAX
Total Expense Ratio0.800.051,600%
Annual Report Gross Expense Ratio0.800.051,600%
Fund Existence11 years25 years-
Gain YTD-1.9726.198-32%
Front LoadN/AN/A-
Min. Initial Investment100000003000333,333%
Min. Initial Investment IRAN/AN/A-
Net Assets4.57B189B2%
Annual Yield % from dividends1.562.1872%
Returns for 1 year-2.3412.03-19%
Returns for 3 years31.3535.1789%
Returns for 5 years95.8680.13120%
Returns for 10 years108.56115.6794%
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