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SLVYX vs VIVAX
SLVYX vs VIVAX Comparison
Open Charts SLVYX vs VIVAX
Saratoga Large Capitalization Value A
Price$26.51
Change-$0.14 (-0.53%)
VolumeN/A
Net Assets18.64M
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
SLVYX vs VIVAX Comparison Chart in %
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SLVYX vs. VIVAX commentary
Aug 16, 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 SLVYX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. SLVYX (18.6M). VIVAX pays higher dividends than SLVYX: VIVAX (2.06) vs SLVYX (0.00). SLVYX was incepted earlier than VIVAX: SLVYX (20 years) vs VIVAX (33 years). SLVYX (2.29) is less costly to investors than VIVAX (0.17). SLVYX is a more actively managed with annual turnover of: 83.00 vs. VIVAX (9.00). SLVYX has a lower initial minimum investment than VIVAX: SLVYX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.04 vs. SLVYX (-0.60). VIVAX return over 5 years is better than : 68.78 vs. SLVYX (25.59).
| SLVYX | VIVAX | SLVYX / VIVAX | |
| Total Expense Ratio | 2.29 | 0.17 | 1,347% |
| Annual Report Gross Expense Ratio | 2.29 | 0.17 | 1,347% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 13.356 | 6.648 | 201% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6M | 196B | 0% |
| Annual Yield % from dividends | 0.00 | 2.06 | - |
| Returns for 1 year | -0.60 | 8.04 | -7% |
| Returns for 3 years | 3.21 | 26.09 | 12% |
| Returns for 5 years | 25.59 | 68.78 | 37% |
| Returns for 10 years | 17.40 | 114.91 | 15% |
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