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FIKDX vs VIVAX
FIKDX vs VIVAX Comparison
Open Charts FIKDX vs VIVAX
Kempner Multi-Cap Deep Value Instl
Price$11.93
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets93.66M
Vanguard Value Index I
Price$69.13
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets195.18B
FIKDX vs VIVAX Comparison Chart in %
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FIKDX vs. VIVAX commentary
Aug 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. FIKDX (93.7M). FIKDX (2.11) 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 : 10.83 vs. FIKDX (5.32). VIVAX return over 5 years is better than : 69.39 vs. FIKDX (43.23).
| 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 | 4.903 | 4.679 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.7M | 195B | 0% |
| Annual Yield % from dividends | 2.11 | 2.06 | 102% |
| Returns for 1 year | 5.32 | 10.83 | 49% |
| Returns for 3 years | 20.40 | 29.09 | 70% |
| Returns for 5 years | 43.23 | 69.39 | 62% |
| Returns for 10 years | 40.75 | 113.02 | 36% |
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