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FAKDX vs VIVAX
FAKDX vs VIVAX Comparison
Open Charts FAKDX vs VIVAX
Kempner Multi-Cap Deep Value Investor
Price$11.97
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets96.34M
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
FAKDX vs VIVAX Comparison Chart
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FAKDX vs. VIVAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. FAKDX (96.3M). 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 (18.19) and FAKDX (17.39) have marching annual gain over last year. VIVAX return over 5 years is better than : 44.18 vs. FAKDX (18.78).
| 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 | 4.359 | 3.194 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.3M | 184B | 0% |
| Annual Yield % from dividends | 1.82 | 2.25 | 81% |
| Returns for 1 year | 17.39 | 18.19 | 96% |
| Returns for 3 years | 3.58 | 18.46 | 19% |
| Returns for 5 years | 18.78 | 44.18 | 43% |
| Returns for 10 years | 35.15 | 111.10 | 32% |
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