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FIKDX vs VIVAX
FIKDX vs VIVAX Comparison
Open Charts FIKDX vs VIVAX
Kempner Multi-Cap Deep Value Instl
Price$12.29
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets96.69M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
FIKDX vs VIVAX Comparison Chart in %
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FIKDX vs. VIVAX commentary
Jul 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 FIKDX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. FIKDX (96.7M). FIKDX (2.10) and VIVAX (2.06) have matching dividends . FIKDX was incepted earlier than VIVAX: FIKDX (17 years) vs VIVAX (33 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 (9.00). 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 : 12.04 vs. FIKDX (4.44). VIVAX return over 5 years is better than : 80.14 vs. FIKDX (54.41).
| 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 | 33 years | - |
| Gain YTD | 8.159 | 6.209 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.7M | 189B | 0% |
| Annual Yield % from dividends | 2.10 | 2.06 | 102% |
| Returns for 1 year | 4.44 | 12.04 | 37% |
| Returns for 3 years | 29.90 | 35.16 | 85% |
| Returns for 5 years | 54.41 | 80.14 | 68% |
| Returns for 10 years | 43.74 | 115.74 | 38% |
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