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SLVYX vs VIVAX
SLVYX vs VIVAX Comparison
Open Charts SLVYX vs VIVAX
Saratoga Large Capitalization Value A
Price$29.01
Change-$0.16 (-0.55%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.44
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
SLVYX vs VIVAX Comparison Chart
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SLVYX vs. VIVAX commentary
Nov 14, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SLVYX (21.4M). 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 : 27.17 vs. SLVYX (22.92). VIVAX return over 5 years is better than : 52.39 vs. SLVYX (30.62).
| 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 | 12.311 | 19.148 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4M | 184B | 0% |
| Annual Yield % from dividends | 0.00 | 2.25 | - |
| Returns for 1 year | 22.92 | 27.17 | 84% |
| Returns for 3 years | -10.05 | 22.68 | -44% |
| Returns for 5 years | 30.62 | 52.39 | 58% |
| Returns for 10 years | 32.34 | 114.10 | 28% |