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SJVIX vs VIVAX
SJVIX vs VIVAX Comparison
Open Charts SJVIX vs VIVAX
Steward Large Cap Value I
Price$29.51
Change+$0.14 (+0.48%)
VolumeN/A
Net Assets91.59M
Vanguard Value Index I
Price$69.40
Change+$0.35 (+0.51%)
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 (91.6M). 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). 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 : 5.69 vs. SJVIX (2.68).
| 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 | 3.708 | 4.573 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.6M | 195B | 0% |
| Annual Yield % from dividends | 1.35 | 2.06 | 65% |
| Returns for 1 year | 2.68 | 5.69 | 47% |
| Returns for 3 years | 44.38 | 35.05 | 127% |
| Returns for 5 years | N/A | 71.01 | - |
| Returns for 10 years | N/A | 108.32 | - |
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