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PFPWX vs VIVAX
PFPWX vs VIVAX Comparison
Open Charts PFPWX vs VIVAX
Parnassus Value Equity Institutional
Price$53.62
Change-$1.62 (-2.93%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
PFPWX vs VIVAX Comparison Chart
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PFPWX vs. VIVAX commentary
Dec 19, 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 PFPWX is a Sell and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. PFPWX (5.02B). VIVAX pays higher dividends than PFPWX: VIVAX (2.25) vs PFPWX (1.27). PFPWX was incepted earlier than VIVAX: PFPWX (10 years) vs VIVAX (32 years). PFPWX is a more actively managed with annual turnover of: 30.19 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 : 16.42 vs. PFPWX (10.63). PFPWX return over 5 years is better than : 50.46 vs. VIVAX (44.64).
| PFPWX | VIVAX | PFPWX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 9.084 | 16.008 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.02B | 195B | 3% |
| Annual Yield % from dividends | 1.27 | 2.25 | 57% |
| Returns for 1 year | 10.63 | 16.42 | 65% |
| Returns for 3 years | 6.98 | 20.48 | 34% |
| Returns for 5 years | 50.46 | 44.64 | 113% |
| Returns for 10 years | N/A | 104.82 | - |
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