Ad is loading...
SLCVX vs VIVAX
SLCVX vs VIVAX Comparison
Open Charts SLCVX vs VIVAX
Saratoga Large Capitalization Value I
Price$26.55
Change-$0.38 (-1.41%)
VolumeN/A
Net Assets19.1M
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
SLCVX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SLCVX vs. VIVAX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SLCVX is a Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. SLCVX (19.1M). VIVAX pays higher dividends than SLCVX: VIVAX (2.25) vs SLCVX (0.00). SLCVX was incepted earlier than VIVAX: SLCVX (31 years) vs VIVAX (32 years). SLCVX is a more actively managed with annual turnover of: 90.00 vs. VIVAX (10.00). SLCVX has a lower initial minimum investment than VIVAX: SLCVX (250) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 13.43 vs. SLCVX (-7.43). VIVAX return over 5 years is better than : 47.22 vs. SLCVX (10.81).
| SLCVX | VIVAX | SLCVX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 32 years | - |
| Gain YTD | 2.155 | 4.148 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1M | 193B | 0% |
| Annual Yield % from dividends | 0.00 | 2.25 | - |
| Returns for 1 year | -7.43 | 13.43 | -55% |
| Returns for 3 years | 1.22 | 23.92 | 5% |
| Returns for 5 years | 10.81 | 47.22 | 23% |
| Returns for 10 years | 14.55 | 105.56 | 14% |
View a ticker or compare two or three
VS
VS
Ad is loading...