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SLCVX vs VIVAX
SLCVX vs VIVAX Comparison
Open Charts SLCVX vs VIVAX
Saratoga Large Capitalization Value I
Price$25.93
Change-$0.62 (-2.34%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
SLCVX vs VIVAX Comparison Chart
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SLCVX vs. VIVAX commentary
Dec 19, 2024
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 StrongBuy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SLCVX (20.2M). VIVAX pays higher dividends than SLCVX: VIVAX (2.25) vs SLCVX (0.00). SLCVX was incepted earlier than VIVAX: SLCVX (30 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 : 16.42 vs. SLCVX (-3.59). VIVAX return over 5 years is better than : 44.64 vs. SLCVX (9.21).
| SLCVX | VIVAX | SLCVX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 32 years | - |
| Gain YTD | -5.348 | 16.008 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.2M | 195B | 0% |
| Annual Yield % from dividends | 0.00 | 2.25 | - |
| Returns for 1 year | -3.59 | 16.42 | -22% |
| Returns for 3 years | 1.45 | 20.48 | 7% |
| Returns for 5 years | 9.21 | 44.64 | 21% |
| Returns for 10 years | 18.26 | 104.82 | 17% |
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