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PFPWX vs VIVIX
PFPWX vs VIVIX Comparison
Open Charts PFPWX vs VIVIX
Parnassus Value Equity Institutional
Price$53.62
Change-$1.62 (-2.93%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.70 (-2.51%)
VolumeN/A
CapitalizationN/A
PFPWX vs VIVIX Comparison Chart
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PFPWX vs. VIVIX commentary
Dec 19, 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 Sell and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. PFPWX (5.02B). VIVIX pays higher dividends than PFPWX: VIVIX (2.37) vs PFPWX (1.27). PFPWX was incepted earlier than VIVIX: PFPWX (10 years) vs VIVIX (26 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 : 16.43 vs. PFPWX (10.63). PFPWX return over 5 years is better than : 50.46 vs. VIVIX (44.60).
| PFPWX | VIVIX | PFPWX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 9.084 | 16.034 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.02B | 195B | 3% |
| Annual Yield % from dividends | 1.27 | 2.37 | 54% |
| Returns for 1 year | 10.63 | 16.43 | 65% |
| Returns for 3 years | 6.98 | 20.48 | 34% |
| Returns for 5 years | 50.46 | 44.60 | 113% |
| Returns for 10 years | N/A | 104.87 | - |
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