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PFPFX vs VIVAX
PFPFX vs VIVAX Comparison
Open Charts PFPFX vs VIVAX
Poplar Forest Partners A
Price$49.30
Change-$2.12 (-4.12%)
VolumeN/A
Net Assets297.58M
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
PFPFX vs VIVAX Comparison Chart
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PFPFX vs. VIVAX commentary
Apr 04, 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 PFPFX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. PFPFX (298M). VIVAX (2.14) and PFPFX (2.09) have matching dividends . PFPFX was incepted earlier than VIVAX: PFPFX (15 years) vs VIVAX (32 years). PFPFX (1.32) is less costly to investors than VIVAX (0.17). PFPFX is a more actively managed with annual turnover of: 27.75 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than PFPFX: VIVAX (3000) vs PFPFX (25000). VIVAX annual gain was more profitable for investors over the last year : 7.66 vs. PFPFX (-3.27). VIVAX (101.66) and PFPFX (101.11) have equivalent 5 years return.
| PFPFX | VIVAX | PFPFX / VIVAX | |
| Total Expense Ratio | 1.21 | 0.17 | 712% |
| Annual Report Gross Expense Ratio | 1.32 | 0.17 | 776% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 6.902 | 2.419 | 285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 195B | 0% |
| Annual Yield % from dividends | 2.09 | 2.14 | 97% |
| Returns for 1 year | -3.27 | 7.66 | -43% |
| Returns for 3 years | -1.29 | 17.34 | -7% |
| Returns for 5 years | 101.11 | 101.66 | 99% |
| Returns for 10 years | 29.15 | 106.90 | 27% |
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