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SLVYX vs VIVAX
SLVYX vs VIVAX Comparison
Open Charts SLVYX vs VIVAX
Saratoga Large Capitalization Value A
Price$23.65
Change+$0.02 (+0.08%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.30
Change-$0.14 (-0.21%)
VolumeN/A
CapitalizationN/A
SLVYX vs VIVAX Comparison Chart
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SLVYX vs. VIVAX commentary
Dec 24, 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 SLVYX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SLVYX (19.8M). VIVAX pays higher dividends than SLVYX: VIVAX (2.25) vs SLVYX (0.00). SLVYX was incepted earlier than VIVAX: SLVYX (19 years) vs VIVAX (32 years). SLVYX is a more actively managed with annual turnover of: 90.00 vs. VIVAX (10.00). 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 : 15.15 vs. SLVYX (-7.70). VIVAX return over 5 years is better than : 41.35 vs. SLVYX (1.33).
| SLVYX | VIVAX | SLVYX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | -8.517 | 14.000 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8M | 195B | 0% |
| Annual Yield % from dividends | 0.00 | 2.25 | - |
| Returns for 1 year | -7.70 | 15.15 | -51% |
| Returns for 3 years | -4.60 | 18.25 | -25% |
| Returns for 5 years | 1.33 | 41.35 | 3% |
| Returns for 10 years | 7.41 | 99.53 | 7% |
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