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FIKDX vs VVIAX
FIKDX vs VVIAX Comparison
Open Charts FIKDX vs VVIAX
Kempner Multi-Cap Deep Value Instl
Price$11.93
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets93.66M
Vanguard Value Index Adm
Price$69.11
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets195.18B
FIKDX vs VVIAX Comparison Chart in %
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FIKDX vs. VVIAX commentary
Aug 06, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. FIKDX (93.7M). VVIAX (2.18) and FIKDX (2.11) have matching dividends . FIKDX was incepted earlier than VVIAX: FIKDX (17 years) vs VVIAX (25 years). FIKDX (0.97) is less costly to investors than VVIAX (0.05). FIKDX is a more actively managed with annual turnover of: 37.00 vs. VVIAX (9.00). 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 : 10.84 vs. FIKDX (5.32). VVIAX return over 5 years is better than : 69.40 vs. FIKDX (43.23).
| FIKDX | VVIAX | FIKDX / VVIAX | |
| Total Expense Ratio | 0.97 | 0.05 | 1,940% |
| Annual Report Gross Expense Ratio | 0.97 | 0.05 | 1,940% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 4.903 | 4.683 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.7M | 195B | 0% |
| Annual Yield % from dividends | 2.11 | 2.18 | 97% |
| Returns for 1 year | 5.32 | 10.84 | 49% |
| Returns for 3 years | 20.40 | 29.09 | 70% |
| Returns for 5 years | 43.23 | 69.40 | 62% |
| Returns for 10 years | 40.75 | 112.99 | 36% |
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