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FIKDX vs VIVAX
FIKDX vs VIVAX Comparison
Open Charts FIKDX vs VIVAX
Kempner Multi-Cap Deep Value Instl
Price$11.71
Change+$0.16 (+1.39%)
VolumeN/A
Net Assets90.75M
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
FIKDX vs VIVAX Comparison Chart
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FIKDX vs. VIVAX commentary
Jun 07, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. FIKDX (90.8M). FIKDX pays higher dividends than VIVAX: FIKDX (2.30) vs VIVAX (2.16). 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 : 6.81 vs. FIKDX (-1.43). VIVAX return over 5 years is better than : 58.70 vs. FIKDX (29.86).
| 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 | 1.121 | 1.238 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.8M | 189B | 0% |
| Annual Yield % from dividends | 2.30 | 2.16 | 107% |
| Returns for 1 year | -1.43 | 6.81 | -21% |
| Returns for 3 years | 8.09 | 18.51 | 44% |
| Returns for 5 years | 29.86 | 58.70 | 51% |
| Returns for 10 years | 31.41 | 102.90 | 31% |
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