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SLVYX vs VIVAX
SLVYX vs VIVAX Comparison
Open Charts SLVYX vs VIVAX
Saratoga Large Capitalization Value A
Price$24.52
Change+$0.31 (+1.28%)
VolumeN/A
Net Assets19.5M
Vanguard Value Index I
Price$69.35
Change+$0.71 (+1.03%)
VolumeN/A
Net Assets183.52B
SLVYX vs VIVAX Comparison Chart
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SLVYX vs. VIVAX commentary
Feb 01, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SLVYX (19.5M). 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 : 16.70 vs. SLVYX (-5.47). VIVAX return over 5 years is better than : 50.84 vs. SLVYX (7.70).
| 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 | 2.977 | 3.906 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.5M | 184B | 0% |
| Annual Yield % from dividends | 0.00 | 2.25 | - |
| Returns for 1 year | -5.47 | 16.70 | -33% |
| Returns for 3 years | -1.78 | 21.04 | -8% |
| Returns for 5 years | 7.70 | 50.84 | 15% |
| Returns for 10 years | 13.03 | 114.28 | 11% |
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