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PFPWX vs VIVAX
PFPWX vs VIVAX Comparison
Open Charts PFPWX vs VIVAX
Parnassus Value Equity Institutional
Price$57.79
Change-$0.57 (-0.98%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
PFPWX vs VIVAX Comparison Chart
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PFPWX vs. VIVAX commentary
Nov 18, 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 Buy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. PFPWX (5.04B). 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 (25.55) and PFPWX (24.44) have marching annual gain over last year. PFPWX return over 5 years is better than : 63.30 vs. VIVAX (50.81).
| 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 | 14.119 | 17.912 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.04B | 184B | 3% |
| Annual Yield % from dividends | 1.27 | 2.25 | 57% |
| Returns for 1 year | 24.44 | 25.55 | 96% |
| Returns for 3 years | -3.96 | 21.58 | -18% |
| Returns for 5 years | 63.30 | 50.81 | 125% |
| Returns for 10 years | N/A | 110.46 | - |
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