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SLCVX vs VIVAX
SLCVX vs VIVAX Comparison
Open Charts SLCVX vs VIVAX
Saratoga Large Capitalization Value I
Price$24.09
Change-$0.73 (-2.94%)
VolumeN/A
Net Assets17.19M
Vanguard Value Index I
Price$62.27
Change-$1.68 (-2.63%)
VolumeN/A
Net Assets190.51B
SLCVX vs VIVAX Comparison Chart
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SLCVX vs. VIVAX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. SLCVX (17.2M). VIVAX pays higher dividends than SLCVX: VIVAX (2.14) vs SLCVX (0.00). SLCVX was incepted earlier than VIVAX: SLCVX (31 years) vs VIVAX (32 years). SLCVX (1.88) is less costly to investors than VIVAX (0.17). SLCVX is a more actively managed with annual turnover of: 83.00 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 : 3.30 vs. SLCVX (-14.15). VIVAX return over 5 years is better than : 68.73 vs. SLCVX (37.43).
| SLCVX | VIVAX | SLCVX / VIVAX | |
| Total Expense Ratio | 1.88 | 0.17 | 1,106% |
| Annual Report Gross Expense Ratio | 1.88 | 0.17 | 1,106% |
| Fund Existence | 31 years | 32 years | - |
| Gain YTD | -4.502 | -3.169 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2M | 191B | 0% |
| Annual Yield % from dividends | 0.00 | 2.14 | - |
| Returns for 1 year | -14.15 | 3.30 | -429% |
| Returns for 3 years | -8.18 | 10.83 | -76% |
| Returns for 5 years | 37.43 | 68.73 | 54% |
| Returns for 10 years | 5.68 | 94.30 | 6% |
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