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FAKDX vs VIVAX
FAKDX vs VIVAX Comparison
Open Charts FAKDX vs VIVAX
Kempner Multi-Cap Deep Value Investor
Price$11.95
Change-$0.11 (-0.91%)
VolumeN/A
Net Assets95.17M
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
FAKDX vs VIVAX Comparison Chart
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FAKDX vs. VIVAX commentary
Feb 23, 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 FAKDX is a Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. FAKDX (95.2M). VIVAX pays higher dividends than FAKDX: VIVAX (2.25) vs FAKDX (1.82). FAKDX was incepted earlier than VIVAX: FAKDX (17 years) vs VIVAX (32 years). FAKDX is a more actively managed with annual turnover of: 34.00 vs. VIVAX (10.00). FAKDX has a lower initial minimum investment than VIVAX: FAKDX (500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 13.43 vs. FAKDX (11.93). VIVAX return over 5 years is better than : 47.22 vs. FAKDX (22.14).
| FAKDX | VIVAX | FAKDX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | 4.185 | 4.148 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.2M | 193B | 0% |
| Annual Yield % from dividends | 1.82 | 2.25 | 81% |
| Returns for 1 year | 11.93 | 13.43 | 89% |
| Returns for 3 years | 8.46 | 23.92 | 35% |
| Returns for 5 years | 22.14 | 47.22 | 47% |
| Returns for 10 years | 29.04 | 105.56 | 28% |
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