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FIKDX vs VVIAX
FIKDX vs VVIAX Comparison
Open Charts FIKDX vs VVIAX
Kempner Multi-Cap Deep Value Instl
Price$12.49
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
FIKDX vs VVIAX Comparison Chart
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FIKDX vs. VVIAX commentary
Nov 18, 2024
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 VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. FIKDX (96.3M). 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). FIKDX (26.44) and VVIAX (25.54) have marching annual gain over last year. VVIAX return over 5 years is better than : 50.78 vs. FIKDX (24.49).
| 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 | 19.686 | 17.922 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.3M | 184B | 0% |
| Annual Yield % from dividends | 2.03 | 2.36 | 86% |
| Returns for 1 year | 26.44 | 25.54 | 103% |
| Returns for 3 years | 3.13 | 21.55 | 15% |
| Returns for 5 years | 24.49 | 50.78 | 48% |
| Returns for 10 years | 29.89 | 110.49 | 27% |