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PFPWX vs VVIAX
PFPWX vs VVIAX Comparison
Open Charts PFPWX vs VVIAX
Parnassus Value Equity Institutional
Price$57.05
Change-$0.36 (-0.63%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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PFPWX vs VVIAX Comparison Chart
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PFPWX vs. VVIAX commentary
Sep 21, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. PFPWX (5.07B). VVIAX pays higher dividends than PFPWX: VVIAX (2.36) vs PFPWX (1.27). PFPWX was incepted earlier than VVIAX: PFPWX (9 years) vs VVIAX (24 years). PFPWX is a more actively managed with annual turnover of: 30.19 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than PFPWX: VVIAX (3000) vs PFPWX (100000). PFPWX (24.89) and VVIAX (24.02) have marching annual gain over last year. PFPWX return over 5 years is better than : 68.90 vs. VVIAX (55.46).
| PFPWX | VVIAX | PFPWX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 12.658 | 16.303 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.07B | 183B | 3% |
| Annual Yield % from dividends | 1.27 | 2.36 | 54% |
| Returns for 1 year | 24.89 | 24.02 | 104% |
| Returns for 3 years | 0.42 | 28.29 | 1% |
| Returns for 5 years | 68.90 | 55.46 | 124% |
| Returns for 10 years | N/A | 114.04 | - |