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FIKDX vs VIVAX
FIKDX vs VIVAX Comparison
Open Charts FIKDX vs VIVAX
Kempner Multi-Cap Deep Value Instl
Price$12.56
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets98.14M
Vanguard Value Index I
Price$71.22
Change+$0.19 (+0.27%)
VolumeN/A
Net Assets195.81B
FIKDX vs VIVAX Comparison Chart in %
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FIKDX vs. VIVAX commentary
Aug 27, 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: 196B vs. FIKDX (98.1M). 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: 44.00 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 : 6.76 vs. FIKDX (3.88). VIVAX return over 5 years is better than : 69.47 vs. FIKDX (47.02).
| 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 | 33 years | - |
| Gain YTD | 10.271 | 7.572 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.1M | 196B | 0% |
| Annual Yield % from dividends | 2.11 | 2.06 | 102% |
| Returns for 1 year | 3.88 | 6.76 | 57% |
| Returns for 3 years | 26.44 | 32.26 | 82% |
| Returns for 5 years | 47.02 | 69.47 | 68% |
| Returns for 10 years | 55.31 | 128.97 | 43% |
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