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SJVIX vs VIVAX
SJVIX vs VIVAX Comparison
Open Charts SJVIX vs VIVAX
Steward Large Cap Value I
Price$27.92
Change+$0.19 (+0.69%)
VolumeN/A
Net Assets83.81M
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
SJVIX vs VIVAX Comparison Chart
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SJVIX (83.8M). VIVAX pays higher dividends than SJVIX: VIVAX (2.22) vs SJVIX (1.46). SJVIX was incepted earlier than VIVAX: SJVIX (3 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: 103.00 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 : 5.12 vs. SJVIX (2.27).
| SJVIX | VIVAX | SJVIX / VIVAX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 0.99 | 0.17 | 582% |
| Fund Existence | 3 years | 33 years | - |
| Gain YTD | -2.754 | -0.958 | 288% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.8M | 184B | 0% |
| Annual Yield % from dividends | 1.46 | 2.22 | 66% |
| Returns for 1 year | 2.27 | 5.12 | 44% |
| Returns for 3 years | 24.72 | 20.66 | 120% |
| Returns for 5 years | N/A | 72.17 | - |
| Returns for 10 years | N/A | 96.24 | - |
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