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PFPWX vs VIVIX
PFPWX vs VIVIX Comparison
Open Charts PFPWX vs VIVIX
Parnassus Value Equity Institutional
Price$54.12
Change+$0.38 (+0.71%)
VolumeN/A
Net Assets4.91B
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
PFPWX vs VIVIX Comparison Chart
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PFPWX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. PFPWX (4.91B). 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 : 18.21 vs. PFPWX (9.04). PFPWX (45.04) and VIVIX (44.19) 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 | 2.909 | 3.211 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.91B | 184B | 3% |
| Annual Yield % from dividends | 1.27 | 2.37 | 54% |
| Returns for 1 year | 9.04 | 18.21 | 50% |
| Returns for 3 years | 2.92 | 18.46 | 16% |
| Returns for 5 years | 45.04 | 44.19 | 102% |
| Returns for 10 years | N/A | 111.13 | - |
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