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FIKDX vs VIVIX
FIKDX vs VIVIX Comparison
Open Charts FIKDX vs VIVIX
Kempner Multi-Cap Deep Value Instl
Price$11.16
Change+$0.12 (+1.09%)
VolumeN/A
Net Assets87.11M
Vanguard Value Index I
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
FIKDX vs VIVIX Comparison Chart
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FIKDX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. FIKDX (87.1M). FIKDX (2.39) and VIVIX (2.35) have matching dividends . FIKDX was incepted earlier than VIVIX: FIKDX (17 years) vs VIVIX (27 years). FIKDX (0.97) is less costly to investors than VIVIX (0.04). FIKDX is a more actively managed with annual turnover of: 37.00 vs. VIVIX (9.00). FIKDX has a lower initial minimum investment than VIVIX: FIKDX (500000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 5.12 vs. FIKDX (-4.51). VIVIX return over 5 years is better than : 72.19 vs. FIKDX (44.15).
| FIKDX | VIVIX | FIKDX / VIVIX | |
| Total Expense Ratio | 0.97 | 0.04 | 2,425% |
| Annual Report Gross Expense Ratio | 0.97 | 0.04 | 2,425% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | -3.344 | -0.942 | 355% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 5000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.1M | 184B | 0% |
| Annual Yield % from dividends | 2.39 | 2.35 | 101% |
| Returns for 1 year | -4.51 | 5.12 | -88% |
| Returns for 3 years | 9.85 | 20.66 | 48% |
| Returns for 5 years | 44.15 | 72.19 | 61% |
| Returns for 10 years | 23.98 | 96.21 | 25% |
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