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PFPWX vs VIVAX
PFPWX vs VIVAX Comparison
Open Charts PFPWX vs VIVAX
Parnassus Value Equity Institutional
Price$49.49
Change-$2.43 (-4.68%)
VolumeN/A
Net Assets4.54B
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
PFPWX vs VIVAX Comparison Chart
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PFPWX vs. VIVAX commentary
Apr 05, 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 PFPWX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. PFPWX (4.55B). VIVAX pays higher dividends than PFPWX: VIVAX (2.14) vs PFPWX (1.20). PFPWX was incepted earlier than VIVAX: PFPWX (10 years) vs VIVAX (32 years). PFPWX (0.72) is less costly to investors than VIVAX (0.17). PFPWX is a more actively managed with annual turnover of: 24.08 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than PFPWX: VIVAX (3000) vs PFPWX (100000). VIVAX annual gain was more profitable for investors over the last year : 7.66 vs. PFPWX (-4.84). PFPWX (102.71) and VIVAX (101.66) have equivalent 5 years return.
| PFPWX | VIVAX | PFPWX / VIVAX | |
| Total Expense Ratio | 0.65 | 0.17 | 382% |
| Annual Report Gross Expense Ratio | 0.72 | 0.17 | 424% |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | -1.274 | 2.419 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 195B | 2% |
| Annual Yield % from dividends | 1.20 | 2.14 | 56% |
| Returns for 1 year | -4.84 | 7.66 | -63% |
| Returns for 3 years | 3.73 | 17.34 | 22% |
| Returns for 5 years | 102.71 | 101.66 | 101% |
| Returns for 10 years | N/A | 106.90 | - |
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