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SLVCX vs VIVIX
SLVCX vs VIVIX Comparison
Open Charts SLVCX vs VIVIX
Saratoga Large Capitalization Value C
Price$16.42
Change+$0.16 (+0.98%)
VolumeN/A
Net Assets17.47M
Vanguard Value Index I
Price$64.85
Change+$0.35 (+0.54%)
VolumeN/A
Net Assets190.51B
SLVCX vs VIVIX Comparison Chart
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SLVCX vs. VIVIX commentary
May 01, 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 SLVCX is a Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. SLVCX (17.5M). VIVIX pays higher dividends than SLVCX: VIVIX (2.27) vs SLVCX (0.00). SLVCX was incepted earlier than VIVIX: SLVCX (26 years) vs VIVIX (27 years). SLVCX (2.87) is less costly to investors than VIVIX (0.04). SLVCX is a more actively managed with annual turnover of: 83.00 vs. VIVIX (9.00). SLVCX has a lower initial minimum investment than VIVIX: SLVCX (250) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.38 vs. SLVCX (-17.59). VIVIX return over 5 years is better than : 67.95 vs. SLVCX (5.45).
| SLVCX | VIVIX | SLVCX / VIVIX | |
| Total Expense Ratio | 2.87 | 0.04 | 7,175% |
| Annual Report Gross Expense Ratio | 2.87 | 0.04 | 7,175% |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | -0.854 | -2.290 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5M | 191B | 0% |
| Annual Yield % from dividends | 0.00 | 2.27 | - |
| Returns for 1 year | -17.59 | 4.38 | -401% |
| Returns for 3 years | -12.63 | 17.69 | -71% |
| Returns for 5 years | 5.45 | 67.95 | 8% |
| Returns for 10 years | -21.45 | 93.71 | -23% |
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