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SLCVX vs VIVIX
SLCVX vs VIVIX Comparison
Open Charts SLCVX vs VIVIX
Saratoga Large Capitalization Value I
Price$26.55
Change-$0.38 (-1.41%)
VolumeN/A
Net Assets19.1M
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
SLCVX vs VIVIX Comparison Chart
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SLCVX vs. VIVIX 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 VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. SLCVX (19.1M). VIVIX pays higher dividends than SLCVX: VIVIX (2.37) vs SLCVX (0.00). SLCVX was incepted earlier than VIVIX: SLCVX (31 years) vs VIVIX (27 years). SLCVX is a more actively managed with annual turnover of: 90.00 vs. VIVIX (10.00). SLCVX has a lower initial minimum investment than VIVIX: SLCVX (250) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 13.44 vs. SLCVX (-7.43). VIVIX return over 5 years is better than : 47.20 vs. SLCVX (10.81).
| SLCVX | VIVIX | SLCVX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 27 years | - |
| Gain YTD | 2.155 | 4.165 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1M | 193B | 0% |
| Annual Yield % from dividends | 0.00 | 2.37 | - |
| Returns for 1 year | -7.43 | 13.44 | -55% |
| Returns for 3 years | 1.22 | 23.92 | 5% |
| Returns for 5 years | 10.81 | 47.20 | 23% |
| Returns for 10 years | 14.55 | 105.52 | 14% |