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FIKDX vs VIVAX
FIKDX vs VIVAX Comparison
Open Charts FIKDX vs VIVAX
Kempner Multi-Cap Deep Value Instl
Price$12.02
Change+$0.10 (+0.84%)
VolumeN/A
Net Assets95.66M
Vanguard Value Index I
Price$68.85
Change-$0.64 (-0.92%)
VolumeN/A
Net Assets192.55B
FIKDX vs VIVAX Comparison Chart
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FIKDX vs. VIVAX commentary
Mar 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. FIKDX (95.7M). VIVAX pays higher dividends than FIKDX: VIVAX (2.25) vs FIKDX (2.03). FIKDX was incepted earlier than VIVAX: FIKDX (17 years) vs VIVAX (32 years). FIKDX is a more actively managed with annual turnover of: 34.00 vs. VIVAX (10.00). 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 : 14.32 vs. FIKDX (12.27). VIVAX return over 5 years is better than : 69.39 vs. FIKDX (38.50).
| FIKDX | VIVAX | FIKDX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | 4.704 | 5.192 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.7M | 193B | 0% |
| Annual Yield % from dividends | 2.03 | 2.25 | 90% |
| Returns for 1 year | 12.27 | 14.32 | 86% |
| Returns for 3 years | 14.05 | 25.93 | 54% |
| Returns for 5 years | 38.50 | 69.39 | 55% |
| Returns for 10 years | 34.68 | 109.24 | 32% |
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