Interact to see
Advertisement
Advertisement
SJVIX vs VIVAX
SJVIX vs VIVAX Comparison
Open Charts SJVIX vs VIVAX
Steward Large Cap Value I
Price$30.47
Change-$0.10 (-0.33%)
VolumeN/A
Net Assets97.62M
Vanguard Value Index I
Price$71.03
Change-$0.56 (-0.78%)
VolumeN/A
Net Assets195.81B
SJVIX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. SJVIX (97.6M). VIVAX pays higher dividends than SJVIX: VIVAX (2.06) vs SJVIX (1.36). SJVIX was incepted earlier than VIVAX: SJVIX (4 years) vs VIVAX (33 years). SJVIX (0.99) is less costly to investors than VIVAX (0.17). SJVIX is a more actively managed with annual turnover of: 133.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than SJVIX: VIVAX (3000) vs SJVIX (100000). VIVAX annual gain was more profitable for investors over the last year : 7.67 vs. SJVIX (4.74).
| SJVIX | VIVAX | SJVIX / VIVAX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 0.99 | 0.17 | 582% |
| Fund Existence | 4 years | 33 years | - |
| Gain YTD | 7.945 | 8.420 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.6M | 196B | 0% |
| Annual Yield % from dividends | 1.36 | 2.06 | 66% |
| Returns for 1 year | 4.74 | 7.67 | 62% |
| Returns for 3 years | 42.77 | 33.30 | 128% |
| Returns for 5 years | N/A | 72.16 | - |
| Returns for 10 years | N/A | 130.78 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement