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SJVIX vs VIVAX
SJVIX vs VIVAX Comparison
Open Charts SJVIX vs VIVAX
Steward Large Cap Value I
Price$29.89
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets92.2M
Vanguard Value Index I
Price$70.01
Change+$0.43 (+0.62%)
VolumeN/A
Net Assets195.18B
SJVIX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SJVIX (92.2M). VIVAX pays higher dividends than SJVIX: VIVAX (2.06) vs SJVIX (1.35). 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: 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 : 10.09 vs. SJVIX (8.67).
| 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 | 5.332 | 5.376 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.2M | 195B | 0% |
| Annual Yield % from dividends | 1.35 | 2.06 | 65% |
| Returns for 1 year | 8.67 | 10.09 | 86% |
| Returns for 3 years | 46.44 | 35.01 | 133% |
| Returns for 5 years | N/A | 78.41 | - |
| Returns for 10 years | N/A | 111.13 | - |
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