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SLVYX vs VIVAX
SLVYX vs VIVAX Comparison
Open Charts SLVYX vs VIVAX
Saratoga Large Capitalization Value A
Price$26.66
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets18.61M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
SLVYX vs VIVAX Comparison Chart in %
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SLVYX vs. VIVAX commentary
Sep 06, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. SLVYX (18.6M). VIVAX pays higher dividends than SLVYX: VIVAX (1.99) 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 : 8.09 vs. SLVYX (0.15). VIVAX return over 5 years is better than : 70.73 vs. SLVYX (27.10).
| 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 | 13.526 | 8.193 | 165% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6M | 203B | 0% |
| Annual Yield % from dividends | 0.00 | 1.99 | - |
| Returns for 1 year | 0.15 | 8.09 | 2% |
| Returns for 3 years | 11.86 | 37.08 | 32% |
| Returns for 5 years | 27.10 | 70.73 | 38% |
| Returns for 10 years | 26.79 | 132.39 | 20% |
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