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PSEPX vs VIVAX
PSEPX vs VIVAX Comparison
Open Charts PSEPX vs VIVAX
1789 Growth and Income P
Price$19.11
Change-$0.13 (-0.68%)
VolumeN/A
Net Assets32.02M
Vanguard Value Index I
Price$68.73
Change-$0.88 (-1.26%)
VolumeN/A
Net Assets195.18B
PSEPX vs VIVAX Comparison Chart in %
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PSEPX vs. VIVAX commentary
Jul 16, 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 PSEPX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. PSEPX (32M). VIVAX pays higher dividends than PSEPX: VIVAX (2.06) vs PSEPX (1.13). PSEPX was incepted earlier than VIVAX: PSEPX (12 years) vs VIVAX (33 years). PSEPX (1.03) is less costly to investors than VIVAX (0.17). PSEPX is a more actively managed with annual turnover of: 20.00 vs. VIVAX (9.00). PSEPX has a lower initial minimum investment than VIVAX: PSEPX (2000) vs VIVAX (3000). PSEPX annual gain was more profitable for investors over the last year : 10.92 vs. VIVAX (8.29). VIVAX return over 5 years is better than : 72.83 vs. PSEPX (57.54).
| PSEPX | VIVAX | PSEPX / VIVAX | |
| Total Expense Ratio | 1.03 | 0.17 | 606% |
| Annual Report Gross Expense Ratio | 1.03 | 0.17 | 606% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 6.110 | 5.421 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32M | 195B | 0% |
| Annual Yield % from dividends | 1.13 | 2.06 | 55% |
| Returns for 1 year | 10.92 | 8.29 | 132% |
| Returns for 3 years | 29.47 | 35.09 | 84% |
| Returns for 5 years | 57.54 | 72.83 | 79% |
| Returns for 10 years | 71.95 | 109.76 | 66% |