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PFPWX vs VIVIX
PFPWX vs VIVIX Comparison
Open Charts PFPWX vs VIVIX
Parnassus Value Equity Institutional
Price$54.42
Change-$0.79 (-1.43%)
VolumeN/A
Net Assets4.86B
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
PFPWX vs VIVIX Comparison Chart
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PFPWX vs. VIVIX commentary
Feb 23, 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 VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. PFPWX (4.87B). VIVIX pays higher dividends than PFPWX: VIVIX (2.37) vs PFPWX (1.27). PFPWX was incepted earlier than VIVIX: PFPWX (10 years) vs VIVIX (27 years). PFPWX is a more actively managed with annual turnover of: 30.19 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 : 13.44 vs. PFPWX (5.53). VIVIX (47.20) and PFPWX (45.59) have equivalent 5 years return.
| PFPWX | VIVIX | PFPWX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 3.480 | 4.165 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.87B | 193B | 3% |
| Annual Yield % from dividends | 1.27 | 2.37 | 54% |
| Returns for 1 year | 5.53 | 13.44 | 41% |
| Returns for 3 years | 10.01 | 23.92 | 42% |
| Returns for 5 years | 45.59 | 47.20 | 97% |
| Returns for 10 years | N/A | 105.52 | - |