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IPFPX vs VIVAX
IPFPX vs VIVAX Comparison
Open Charts IPFPX vs VIVAX
Poplar Forest Partners Institutional
Price$50.85
Change+$0.51 (+1.01%)
VolumeN/A
Net Assets297.03M
Vanguard Value Index I
Price$69.35
Change+$0.71 (+1.03%)
VolumeN/A
Net Assets183.52B
IPFPX vs VIVAX Comparison Chart
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IPFPX vs. VIVAX 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 IPFPX is a StrongBuy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. IPFPX (297M). VIVAX (2.25) and IPFPX (2.15) have matching dividends . IPFPX was incepted earlier than VIVAX: IPFPX (15 years) vs VIVAX (32 years). IPFPX is a more actively managed with annual turnover of: 35.12 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 : 16.70 vs. IPFPX (2.48). VIVAX return over 5 years is better than : 50.84 vs. IPFPX (31.68).
| IPFPX | VIVAX | IPFPX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 4.635 | 3.906 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 184B | 0% |
| Annual Yield % from dividends | 2.15 | 2.25 | 95% |
| Returns for 1 year | 2.48 | 16.70 | 15% |
| Returns for 3 years | -0.86 | 21.04 | -4% |
| Returns for 5 years | 31.68 | 50.84 | 62% |
| Returns for 10 years | 35.32 | 114.28 | 31% |