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SLVYX vs VIVAX
SLVYX vs VIVAX Comparison
Open Charts SLVYX vs VIVAX
Saratoga Large Capitalization Value A
Price$28.43
Change+$0.17 (+0.60%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$70.28
Change+$0.55 (+0.79%)
VolumeN/A
CapitalizationN/A
SLVYX vs VIVAX Comparison Chart
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SLVYX vs. VIVAX commentary
Nov 23, 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 Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SLVYX (20.7M). 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 : 27.06 vs. SLVYX (19.10). VIVAX return over 5 years is better than : 54.30 vs. SLVYX (27.15).
| 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 | 10.066 | 20.589 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.7M | 184B | 0% |
| Annual Yield % from dividends | 0.00 | 2.25 | - |
| Returns for 1 year | 19.10 | 27.06 | 71% |
| Returns for 3 years | -11.05 | 24.71 | -45% |
| Returns for 5 years | 27.15 | 54.30 | 50% |
| Returns for 10 years | 26.64 | 114.13 | 23% |
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