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FIKDX vs VVIAX
FIKDX vs VVIAX Comparison
Open Charts FIKDX vs VVIAX
Kempner Multi-Cap Deep Value Instl
Price$12.05
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets95.3M
Vanguard Value Index Adm
Price$69.34
Change+$0.72 (+1.05%)
VolumeN/A
Net Assets183.52B
FIKDX vs VVIAX Comparison Chart
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FIKDX vs. VVIAX commentary
Jan 31, 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. FIKDX (95.3M). VVIAX pays higher dividends than FIKDX: VVIAX (2.36) vs FIKDX (2.03). FIKDX was incepted earlier than VVIAX: FIKDX (17 years) vs VVIAX (24 years). FIKDX is a more actively managed with annual turnover of: 34.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than FIKDX: VVIAX (3000) vs FIKDX (500000). VVIAX annual gain was more profitable for investors over the last year : 16.69 vs. FIKDX (14.73). VVIAX return over 5 years is better than : 50.85 vs. FIKDX (26.92).
| FIKDX | VVIAX | FIKDX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 4.268 | 3.907 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.3M | 184B | 0% |
| Annual Yield % from dividends | 2.03 | 2.36 | 86% |
| Returns for 1 year | 14.73 | 16.69 | 88% |
| Returns for 3 years | 7.47 | 21.04 | 35% |
| Returns for 5 years | 26.92 | 50.85 | 53% |
| Returns for 10 years | 37.83 | 114.24 | 33% |