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PFPWX vs VIVAX
PFPWX vs VIVAX Comparison
Open Charts PFPWX vs VIVAX
Parnassus Value Equity Institutional
Price$52.95
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets4.46B
Vanguard Value Index I
Price$66.86
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets188.77B
PFPWX vs VIVAX Comparison Chart
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PFPWX vs. VIVAX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. PFPWX (4.46B). VIVAX pays higher dividends than PFPWX: VIVAX (2.16) vs PFPWX (1.18). PFPWX was incepted earlier than VIVAX: PFPWX (10 years) vs VIVAX (33 years). PFPWX (0.71) is less costly to investors than VIVAX (0.17). PFPWX is a more actively managed with annual turnover of: 24.08 vs. VIVAX (9.00). 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 : 6.90 vs. PFPWX (-0.08). VIVAX return over 5 years is better than : 59.01 vs. PFPWX (51.22).
| PFPWX | VIVAX | PFPWX / VIVAX | |
| Total Expense Ratio | 0.65 | 0.17 | 382% |
| Annual Report Gross Expense Ratio | 0.71 | 0.17 | 418% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 0.627 | 1.434 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.46B | 189B | 2% |
| Annual Yield % from dividends | 1.18 | 2.16 | 55% |
| Returns for 1 year | -0.08 | 6.90 | -1% |
| Returns for 3 years | 13.74 | 20.08 | 68% |
| Returns for 5 years | 51.22 | 59.01 | 87% |
| Returns for 10 years | 95.05 | 103.66 | 92% |