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SLVCX vs VVIAX
SLVCX vs VVIAX Comparison
Open Charts SLVCX vs VVIAX
Saratoga Large Capitalization Value C
Price$20.96
Change+$0.03 (+0.14%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$66.99
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SLVCX vs VVIAX Comparison Chart
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SLVCX vs. VVIAX commentary
Nov 05, 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 SLVCX is a StrongBuy and VVIAX is a Sell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 186B vs. SLVCX (20.7M). VVIAX pays higher dividends than SLVCX: VVIAX (2.36) vs SLVCX (0.00). SLVCX was incepted earlier than VVIAX: SLVCX (26 years) vs VVIAX (24 years). SLVCX is a more actively managed with annual turnover of: 90.00 vs. VVIAX (10.00). SLVCX has a lower initial minimum investment than VVIAX: SLVCX (250) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 24.00 vs. SLVCX (20.46). VVIAX return over 5 years is better than : 48.59 vs. SLVCX (14.98).
| SLVCX | VVIAX | SLVCX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 8.714 | 14.986 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.7M | 186B | 0% |
| Annual Yield % from dividends | 0.00 | 2.36 | - |
| Returns for 1 year | 20.46 | 24.00 | 85% |
| Returns for 3 years | -20.64 | 18.71 | -110% |
| Returns for 5 years | 14.98 | 48.59 | 31% |
| Returns for 10 years | 8.32 | 107.14 | 8% |
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