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PFPWX vs VIVIX
PFPWX vs VIVIX Comparison
Open Charts PFPWX vs VIVIX
Parnassus Value Equity Institutional
Price$49.49
Change-$2.43 (-4.68%)
VolumeN/A
Net Assets4.54B
Vanguard Value Index I
Price$65.10
Change-$2.51 (-3.71%)
VolumeN/A
Net Assets195.24B
PFPWX vs VIVIX Comparison Chart
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PFPWX vs. VIVIX commentary
Apr 05, 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. PFPWX (4.55B). VIVIX pays higher dividends than PFPWX: VIVIX (2.27) vs PFPWX (1.20). PFPWX was incepted earlier than VIVIX: PFPWX (10 years) vs VIVIX (27 years). PFPWX (0.72) is less costly to investors than VIVIX (0.04). PFPWX is a more actively managed with annual turnover of: 24.08 vs. VIVIX (10.00). PFPWX has a lower initial minimum investment than VIVIX: PFPWX (100000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.66 vs. PFPWX (-4.84). PFPWX (102.71) and VIVIX (101.66) have equivalent 5 years return.
| PFPWX | VIVIX | PFPWX / VIVIX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,625% |
| Annual Report Gross Expense Ratio | 0.72 | 0.04 | 1,800% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -1.274 | 2.421 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 195B | 2% |
| Annual Yield % from dividends | 1.20 | 2.27 | 53% |
| Returns for 1 year | -4.84 | 7.66 | -63% |
| Returns for 3 years | 3.73 | 17.34 | 22% |
| Returns for 5 years | 102.71 | 101.66 | 101% |
| Returns for 10 years | N/A | 106.83 | - |
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