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PFPWX vs VIVAX
PFPWX vs VIVAX Comparison
Open Charts PFPWX vs VIVAX
Parnassus Value Equity Institutional
Price$57.05
Change-$0.36 (-0.63%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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PFPWX vs VIVAX Comparison Chart
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PFPWX vs. VIVAX commentary
Sep 21, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. PFPWX (5.07B). VIVAX pays higher dividends than PFPWX: VIVAX (2.25) vs PFPWX (1.27). PFPWX was incepted earlier than VIVAX: PFPWX (9 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). PFPWX (24.89) and VIVAX (23.98) have marching annual gain over last year. PFPWX return over 5 years is better than : 68.90 vs. VIVAX (55.44).
| PFPWX | VIVAX | PFPWX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 12.658 | 16.261 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.07B | 183B | 3% |
| Annual Yield % from dividends | 1.27 | 2.25 | 57% |
| Returns for 1 year | 24.89 | 23.98 | 104% |
| Returns for 3 years | 0.42 | 28.28 | 1% |
| Returns for 5 years | 68.90 | 55.44 | 124% |
| Returns for 10 years | N/A | 113.95 | - |