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FIKDX vs VIVAX
FIKDX vs VIVAX Comparison
Open Charts FIKDX vs VIVAX
Kempner Multi-Cap Deep Value Instl
Price$10.65
Change+$0.09 (+0.85%)
VolumeN/A
Net Assets83.99M
Vanguard Value Index I
Price$63.93
Change+$0.72 (+1.14%)
VolumeN/A
Net Assets190.51B
FIKDX vs VIVAX Comparison Chart
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FIKDX vs. VIVAX commentary
Apr 15, 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 FIKDX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. FIKDX (84M). FIKDX pays higher dividends than VIVAX: FIKDX (2.25) vs VIVAX (2.14). FIKDX was incepted earlier than VIVAX: FIKDX (17 years) vs VIVAX (32 years). FIKDX (0.97) is less costly to investors than VIVAX (0.17). FIKDX is a more actively managed with annual turnover of: 37.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than FIKDX: VIVAX (3000) vs FIKDX (500000). VIVAX annual gain was more profitable for investors over the last year : 3.78 vs. FIKDX (-6.20). VIVAX return over 5 years is better than : 70.96 vs. FIKDX (46.02).
| FIKDX | VIVAX | FIKDX / VIVAX | |
| Total Expense Ratio | 0.97 | 0.17 | 571% |
| Annual Report Gross Expense Ratio | 0.97 | 0.17 | 571% |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | -7.547 | -4.289 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84M | 191B | 0% |
| Annual Yield % from dividends | 2.25 | 2.14 | 105% |
| Returns for 1 year | -6.20 | 3.78 | -164% |
| Returns for 3 years | -2.29 | 9.60 | -24% |
| Returns for 5 years | 46.02 | 70.96 | 65% |
| Returns for 10 years | 19.58 | 92.58 | 21% |
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