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PFPWX vs VIVAX
PFPWX vs VIVAX Comparison
Open Charts PFPWX vs VIVAX
Parnassus Value Equity Institutional
Price$55.79
Change+$0.14 (+0.25%)
VolumeN/A
Net Assets4.55B
Vanguard Value Index I
Price$69.05
Change+$0.32 (+0.47%)
VolumeN/A
Net Assets195.18B
PFPWX vs VIVAX Comparison Chart in %
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PFPWX vs. VIVAX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. PFPWX (4.55B). VIVAX pays higher dividends than PFPWX: VIVAX (2.06) vs PFPWX (1.12). 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 : 5.39 vs. PFPWX (0.63). VIVAX return over 5 years is better than : 70.22 vs. PFPWX (62.31).
| 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 | 5.819 | 4.089 | 142% |
| 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 | 1.12 | 2.06 | 54% |
| Returns for 1 year | 0.63 | 5.39 | 12% |
| Returns for 3 years | 25.16 | 33.38 | 75% |
| Returns for 5 years | 62.31 | 70.22 | 89% |
| Returns for 10 years | 102.36 | 107.11 | 96% |
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