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SJVIX vs VIVAX
SJVIX vs VIVAX Comparison
Open Charts SJVIX vs VIVAX
Steward Large Cap Value I
Price$30.84
Change-$0.24 (-0.77%)
VolumeN/A
Net Assets98.65M
Vanguard Value Index I
Price$72.14
Change-$0.47 (-0.65%)
VolumeN/A
Net Assets202.84B
SJVIX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. SJVIX (98.6M). VIVAX pays higher dividends than SJVIX: VIVAX (1.99) vs SJVIX (1.30). 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 : 8.77 vs. SJVIX (7.59).
| 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 | 8.898 | 9.253 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.6M | 203B | 0% |
| Annual Yield % from dividends | 1.30 | 1.99 | 65% |
| Returns for 1 year | 7.59 | 8.77 | 87% |
| Returns for 3 years | 48.67 | 37.31 | 130% |
| Returns for 5 years | N/A | 74.86 | - |
| Returns for 10 years | N/A | 134.06 | - |
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