FVRLX
Price
$5.61
Change
+$0.06 (+1.08%)
Updated
Dec 18 closing price
VIVIX
Price
$65.90
Change
-$1.70 (-2.51%)
Updated
Dec 18 closing price
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FVRLX vs VIVIX

Header iconFVRLX vs VIVIX Comparison
Open Charts FVRLX vs VIVIXBanner chart's image
Forester Value R
Price$5.61
Change+$0.06 (+1.08%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.70 (-2.51%)
VolumeN/A
CapitalizationN/A
FVRLX vs VIVIX Comparison Chart
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VS
FVRLX vs. VIVIX commentary
Dec 19, 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 FVRLX is a Sell and VIVIX is a Hold.

FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. FVRLX (2.96M). FVRLX (2.47) and VIVIX (2.37) have matching dividends . FVRLX was incepted earlier than VIVIX: FVRLX (14 years) vs VIVIX (26 years). FVRLX is a more actively managed with annual turnover of: 117.75 vs. VIVIX (10.00). FVRLX has a lower initial minimum investment than VIVIX: FVRLX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 16.43 vs. FVRLX (3.14). VIVIX return over 5 years is better than : 44.60 vs. FVRLX (-45.98).
FVRLXVIVIXFVRLX / VIVIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years26 years-
Gain YTD2.96816.03419%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.96M195B0%
Annual Yield % from dividends2.472.37105%
Returns for 1 year3.1416.4319%
Returns for 3 years-0.4320.48-2%
Returns for 5 years-45.9844.60-103%
Returns for 10 years-52.03104.87-50%
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