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FAKDX vs VIVAX
FAKDX vs VIVAX Comparison
Open Charts FAKDX vs VIVAX
Kempner Multi-Cap Deep Value Investor
Price$11.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets90.66M
Vanguard Value Index I
Price$66.86
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets188.77B
FAKDX vs VIVAX Comparison Chart
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FAKDX vs. VIVAX commentary
Jun 06, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. FAKDX (90.7M). VIVAX pays higher dividends than FAKDX: VIVAX (2.16) vs FAKDX (2.03). FAKDX was incepted earlier than VIVAX: FAKDX (17 years) vs VIVAX (33 years). FAKDX (1.22) is less costly to investors than VIVAX (0.17). FAKDX is a more actively managed with annual turnover of: 37.00 vs. VIVAX (9.00). 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 : 6.90 vs. FAKDX (-1.62). VIVAX return over 5 years is better than : 59.01 vs. FAKDX (28.13).
| FAKDX | VIVAX | FAKDX / VIVAX | |
| Total Expense Ratio | 1.22 | 0.17 | 718% |
| Annual Report Gross Expense Ratio | 1.22 | 0.17 | 718% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 0.971 | 1.434 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.7M | 189B | 0% |
| Annual Yield % from dividends | 2.03 | 2.16 | 94% |
| Returns for 1 year | -1.62 | 6.90 | -23% |
| Returns for 3 years | 8.39 | 20.08 | 42% |
| Returns for 5 years | 28.13 | 59.01 | 48% |
| Returns for 10 years | 27.42 | 103.66 | 26% |
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