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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-$0.18 (-1.48%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.31
Change-$0.84 (-1.27%)
VolumeN/A
CapitalizationN/A
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FAKDX vs VIVAX Comparison Chart
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FAKDX vs. VIVAX commentary
Sep 08, 2024
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 StrongSell and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. FAKDX (92.3M). VIVAX pays higher dividends than FAKDX: VIVAX (2.25) vs FAKDX (1.82). FAKDX was incepted earlier than VIVAX: FAKDX (16 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). FAKDX (20.02) and VIVAX (19.29) have marching annual gain over last year. VIVAX return over 5 years is better than : 53.52 vs. FAKDX (26.89).
| FAKDX | VIVAX | FAKDX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 15.620 | 13.482 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.3M | 183B | 0% |
| Annual Yield % from dividends | 1.82 | 2.25 | 81% |
| Returns for 1 year | 20.02 | 19.29 | 104% |
| Returns for 3 years | 2.51 | 19.67 | 13% |
| Returns for 5 years | 26.89 | 53.52 | 50% |
| Returns for 10 years | 22.59 | 107.49 | 21% |