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IPFPX vs VIVAX
IPFPX vs VIVAX Comparison
Open Charts IPFPX vs VIVAX
Poplar Forest Partners Institutional
Price$54.33
Change-$0.45 (-0.82%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
IPFPX vs VIVAX Comparison Chart
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IPFPX vs. VIVAX 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 IPFPX is a StrongBuy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. IPFPX (311M). 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 : 25.55 vs. IPFPX (16.49). VIVAX return over 5 years is better than : 50.81 vs. IPFPX (34.46).
| 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 | 8.638 | 17.912 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 184B | 0% |
| Annual Yield % from dividends | 2.15 | 2.25 | 95% |
| Returns for 1 year | 16.49 | 25.55 | 65% |
| Returns for 3 years | -5.31 | 21.58 | -25% |
| Returns for 5 years | 34.46 | 50.81 | 68% |
| Returns for 10 years | 27.65 | 110.46 | 25% |
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