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PFPWX vs VIVAX
PFPWX vs VIVAX Comparison
Open Charts PFPWX vs VIVAX
Parnassus Value Equity Institutional
Price$54.12
Change+$0.38 (+0.71%)
VolumeN/A
Net Assets4.91B
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
PFPWX vs VIVAX Comparison Chart
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PFPWX vs. VIVAX commentary
Jan 19, 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 StrongBuy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. PFPWX (4.91B). 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 : 18.19 vs. PFPWX (9.04). PFPWX (45.04) and VIVAX (44.18) 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 | 2.909 | 3.194 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.91B | 184B | 3% |
| Annual Yield % from dividends | 1.27 | 2.25 | 57% |
| Returns for 1 year | 9.04 | 18.19 | 50% |
| Returns for 3 years | 2.92 | 18.46 | 16% |
| Returns for 5 years | 45.04 | 44.18 | 102% |
| Returns for 10 years | N/A | 111.10 | - |
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