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FIKDX vs VIVAX
FIKDX vs VIVAX Comparison
Open Charts FIKDX vs VIVAX
Kempner Multi-Cap Deep Value Instl
Price$11.16
Change+$0.12 (+1.09%)
VolumeN/A
Net Assets87.11M
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
FIKDX vs VIVAX Comparison Chart
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FIKDX vs. VIVAX commentary
May 09, 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: 184B vs. FIKDX (87.1M). FIKDX pays higher dividends than VIVAX: FIKDX (2.39) vs VIVAX (2.22). 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 : 5.12 vs. FIKDX (-4.51). VIVAX return over 5 years is better than : 72.17 vs. FIKDX (44.15).
| 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 | -3.344 | -0.958 | 349% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.1M | 184B | 0% |
| Annual Yield % from dividends | 2.39 | 2.22 | 108% |
| Returns for 1 year | -4.51 | 5.12 | -88% |
| Returns for 3 years | 9.85 | 20.66 | 48% |
| Returns for 5 years | 44.15 | 72.17 | 61% |
| Returns for 10 years | 23.98 | 96.24 | 25% |
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