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SJCIX vs VFIAX
SJCIX vs VFIAX Comparison
Open Charts SJCIX vs VFIAX
Steward Large Cap Core I
Price$30.76
Change+$0.32 (+1.05%)
VolumeN/A
Net Assets164.75M
Vanguard 500 Index Admiral
Price$554.95
Change+$5.71 (+1.04%)
VolumeN/A
Net Assets1.43T
SJCIX vs VFIAX Comparison Chart
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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. SJCIX (165M). VFIAX pays higher dividends than SJCIX: VFIAX (1.28) vs SJCIX (0.57). SJCIX was incepted earlier than VFIAX: SJCIX (4 years) vs VFIAX (25 years). SJCIX (0.96) is less costly to investors than VFIAX (0.04). SJCIX is a more actively managed with annual turnover of: 98.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than SJCIX: VFIAX (3000) vs SJCIX (100000). VFIAX annual gain was more profitable for investors over the last year : 10.99 vs. SJCIX (10.00).
| SJCIX | VFIAX | SJCIX / VFIAX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 0.96 | 0.04 | 2,400% |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | -0.653 | 1.208 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 1.43T | 0% |
| Annual Yield % from dividends | 0.57 | 1.28 | 45% |
| Returns for 1 year | 10.00 | 10.99 | 91% |
| Returns for 3 years | 44.14 | 42.76 | 103% |
| Returns for 5 years | N/A | 85.80 | - |
| Returns for 10 years | N/A | 185.59 | - |
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