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SJVIX vs VIVAX
SJVIX vs VIVAX Comparison
Open Charts SJVIX vs VIVAX
Steward Large Cap Value I
Price$30.37
Change-$0.36 (-1.17%)
VolumeN/A
Net Assets105.04M
SJVIX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. SJVIX (105M). VIVAX pays higher dividends than SJVIX: VIVAX (1.97) vs SJVIX (1.29). SJVIX was incepted earlier than VIVAX: SJVIX (4 years) vs VIVAX (33 years). SJVIX (1.01) 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 : 5.03 vs. SJVIX (-0.17).
| SJVIX | VIVAX | SJVIX / VIVAX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 1.01 | 0.17 | 594% |
| Fund Existence | 4 years | 33 years | - |
| Gain YTD | 8.510 | 10.283 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 208B | 0% |
| Annual Yield % from dividends | 1.29 | 1.97 | 66% |
| Returns for 1 year | -0.17 | 5.03 | -3% |
| Returns for 3 years | 53.37 | 45.54 | 117% |
| Returns for 5 years | N/A | 72.63 | - |
| Returns for 10 years | N/A | 130.52 | - |
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