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IPFPX vs VIVIX
IPFPX vs VIVIX Comparison
Open Charts IPFPX vs VIVIX
Poplar Forest Partners Institutional
Price$46.39
Change-$1.55 (-3.23%)
VolumeN/A
Net Assets276.53M
Vanguard Value Index I
Price$62.24
Change-$1.68 (-2.63%)
VolumeN/A
Net Assets190.51B
IPFPX vs VIVIX Comparison Chart
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IPFPX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. IPFPX (277M). IPFPX (2.34) and VIVIX (2.27) have matching dividends . IPFPX was incepted earlier than VIVIX: IPFPX (15 years) vs VIVIX (27 years). IPFPX (1.07) is less costly to investors than VIVIX (0.04). IPFPX is a more actively managed with annual turnover of: 27.75 vs. VIVIX (10.00). IPFPX has a lower initial minimum investment than VIVIX: IPFPX (100000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 3.31 vs. IPFPX (-7.86). VIVIX return over 5 years is better than : 68.72 vs. IPFPX (63.01).
| IPFPX | VIVIX | IPFPX / VIVIX | |
| Total Expense Ratio | 0.96 | 0.04 | 2,400% |
| Annual Report Gross Expense Ratio | 1.07 | 0.04 | 2,675% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | -0.353 | -3.168 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 191B | 0% |
| Annual Yield % from dividends | 2.34 | 2.27 | 103% |
| Returns for 1 year | -7.86 | 3.31 | -238% |
| Returns for 3 years | -7.95 | 10.80 | -74% |
| Returns for 5 years | 63.01 | 68.72 | 92% |
| Returns for 10 years | 21.34 | 94.30 | 23% |
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