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SJVIX vs VVIAX
SJVIX vs VVIAX Comparison
Open Charts SJVIX vs VVIAX
Steward Large Cap Value I
Price$30.47
Change-$0.10 (-0.33%)
VolumeN/A
Net Assets97.62M
Vanguard Value Index Adm
Price$71.02
Change-$0.56 (-0.78%)
VolumeN/A
Net Assets195.81B
SJVIX vs VVIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. SJVIX (97.6M). VVIAX pays higher dividends than SJVIX: VVIAX (2.18) vs SJVIX (1.36). SJVIX was incepted earlier than VVIAX: SJVIX (4 years) vs VVIAX (25 years). SJVIX (0.99) is less costly to investors than VVIAX (0.05). SJVIX is a more actively managed with annual turnover of: 133.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than SJVIX: VVIAX (3000) vs SJVIX (100000). VVIAX annual gain was more profitable for investors over the last year : 7.69 vs. SJVIX (4.74).
| SJVIX | VVIAX | SJVIX / VVIAX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | 7.945 | 8.441 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.6M | 196B | 0% |
| Annual Yield % from dividends | 1.36 | 2.18 | 62% |
| Returns for 1 year | 4.74 | 7.69 | 62% |
| Returns for 3 years | 42.77 | 33.30 | 128% |
| Returns for 5 years | N/A | 72.20 | - |
| Returns for 10 years | N/A | 130.78 | - |
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