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PFPWX vs VIVAX
PFPWX vs VIVAX Comparison
Open Charts PFPWX vs VIVAX
Parnassus Value Equity Institutional
Price$54.42
Change-$0.79 (-1.43%)
VolumeN/A
Net Assets4.86B
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
PFPWX vs VIVAX Comparison Chart
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PFPWX vs. VIVAX commentary
Feb 23, 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 Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. PFPWX (4.87B). 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 : 13.43 vs. PFPWX (5.53). VIVAX (47.22) and PFPWX (45.59) have equivalent 5 years return.
| 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 | 3.480 | 4.148 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.87B | 193B | 3% |
| Annual Yield % from dividends | 1.27 | 2.25 | 57% |
| Returns for 1 year | 5.53 | 13.43 | 41% |
| Returns for 3 years | 10.01 | 23.92 | 42% |
| Returns for 5 years | 45.59 | 47.22 | 97% |
| Returns for 10 years | N/A | 105.56 | - |
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