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SJVIX vs VIVIX
SJVIX vs VIVIX Comparison
Open Charts SJVIX vs VIVIX
Steward Large Cap Value I
Price$30.84
Change-$0.24 (-0.77%)
VolumeN/A
Net Assets98.65M
Vanguard Value Index I
Price$72.12
Change-$0.48 (-0.66%)
VolumeN/A
Net Assets202.84B
SJVIX vs VIVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 203B vs. SJVIX (98.6M). VIVIX pays higher dividends than SJVIX: VIVIX (2.11) vs SJVIX (1.30). SJVIX was incepted earlier than VIVIX: SJVIX (4 years) vs VIVIX (27 years). SJVIX (0.99) is less costly to investors than VIVIX (0.04). SJVIX is a more actively managed with annual turnover of: 133.00 vs. VIVIX (9.00). SJVIX has a lower initial minimum investment than VIVIX: SJVIX (100000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 8.77 vs. SJVIX (7.59).
| SJVIX | VIVIX | SJVIX / VIVIX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 0.99 | 0.04 | 2,475% |
| Fund Existence | 4 years | 27 years | - |
| Gain YTD | 8.898 | 9.275 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.6M | 203B | 0% |
| Annual Yield % from dividends | 1.30 | 2.11 | 62% |
| Returns for 1 year | 7.59 | 8.77 | 87% |
| Returns for 3 years | 48.67 | 37.29 | 131% |
| Returns for 5 years | N/A | 74.84 | - |
| Returns for 10 years | N/A | 134.03 | - |
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