Ad is loading...
SLVCX vs VVIAX
SLVCX vs VVIAX Comparison
Open Charts SLVCX vs VVIAX
Saratoga Large Capitalization Value C
Price$20.64
Change-$0.10 (-0.48%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
SLVCX vs VVIAX Comparison Chart
Loading...
SLVCX vs. VVIAX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. SLVCX (20.6M). 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 : 24.02 vs. SLVCX (20.49). VVIAX return over 5 years is better than : 55.46 vs. SLVCX (17.01).
| 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 | 7.054 | 16.303 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6M | 183B | 0% |
| Annual Yield % from dividends | 0.00 | 2.36 | - |
| Returns for 1 year | 20.49 | 24.02 | 85% |
| Returns for 3 years | -14.78 | 28.29 | -52% |
| Returns for 5 years | 17.01 | 55.46 | 31% |
| Returns for 10 years | 8.98 | 114.04 | 8% |