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SJVAX vs VIVAX
SJVAX vs VIVAX Comparison
Open Charts SJVAX vs VIVAX
Steward Large Cap Value A
Price$29.25
Change+$0.31 (+1.07%)
VolumeN/A
Net Assets93.02M
Vanguard Value Index I
Price$69.42
Change+$0.42 (+0.61%)
VolumeN/A
Net Assets195.81B
SJVAX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. SJVAX (93M). VIVAX pays higher dividends than SJVAX: VIVAX (2.06) vs SJVAX (1.21). SJVAX was incepted earlier than VIVAX: SJVAX (4 years) vs VIVAX (33 years). SJVAX (1.26) is less costly to investors than VIVAX (0.17). SJVAX has a lower initial minimum investment than VIVAX: SJVAX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 9.20 vs. SJVAX (6.69).
| SJVAX | VIVAX | SJVAX / VIVAX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.26 | 0.17 | 741% |
| Fund Existence | 4 years | 33 years | - |
| Gain YTD | 3.503 | 5.134 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93M | 196B | 0% |
| Annual Yield % from dividends | 1.21 | 2.06 | 59% |
| Returns for 1 year | 6.69 | 9.20 | 73% |
| Returns for 3 years | 36.31 | 29.29 | 124% |
| Returns for 5 years | N/A | 68.23 | - |
| Returns for 10 years | N/A | 113.03 | - |
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