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IPFPX vs VIVAX
IPFPX vs VIVAX Comparison
Open Charts IPFPX vs VIVAX
Poplar Forest Partners Institutional
Price$46.39
Change-$1.55 (-3.23%)
VolumeN/A
Net Assets276.53M
Vanguard Value Index I
Price$62.27
Change-$1.68 (-2.63%)
VolumeN/A
Net Assets190.51B
IPFPX vs VIVAX Comparison Chart
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IPFPX vs. VIVAX commentary
Apr 12, 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 IPFPX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. IPFPX (277M). IPFPX pays higher dividends than VIVAX: IPFPX (2.34) vs VIVAX (2.14). IPFPX was incepted earlier than VIVAX: IPFPX (15 years) vs VIVAX (32 years). IPFPX (1.07) is less costly to investors than VIVAX (0.17). IPFPX is a more actively managed with annual turnover of: 27.75 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than IPFPX: VIVAX (3000) vs IPFPX (100000). VIVAX annual gain was more profitable for investors over the last year : 3.30 vs. IPFPX (-7.86). VIVAX return over 5 years is better than : 68.73 vs. IPFPX (63.01).
| IPFPX | VIVAX | IPFPX / VIVAX | |
| Total Expense Ratio | 0.96 | 0.17 | 565% |
| Annual Report Gross Expense Ratio | 1.07 | 0.17 | 629% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | -0.353 | -3.169 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 191B | 0% |
| Annual Yield % from dividends | 2.34 | 2.14 | 109% |
| Returns for 1 year | -7.86 | 3.30 | -238% |
| Returns for 3 years | -7.95 | 10.83 | -73% |
| Returns for 5 years | 63.01 | 68.73 | 92% |
| Returns for 10 years | 21.34 | 94.30 | 23% |
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