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SLVYX vs VIVAX
SLVYX vs VIVAX Comparison
Open Charts SLVYX vs VIVAX
Saratoga Large Capitalization Value A
Price$25.97
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets17.47M
Vanguard Value Index I
Price$72.04
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
SLVYX vs VIVAX Comparison Chart in %
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SLVYX vs. VIVAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. SLVYX (17.5M). VIVAX pays higher dividends than SLVYX: VIVAX (1.98) 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 : 5.05 vs. SLVYX (-7.20). VIVAX return over 5 years is better than : 62.93 vs. SLVYX (9.00).
| 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 | 10.251 | 9.329 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5M | 208B | 0% |
| Annual Yield % from dividends | 0.00 | 1.98 | - |
| Returns for 1 year | -7.20 | 5.05 | -143% |
| Returns for 3 years | 5.07 | 30.23 | 17% |
| Returns for 5 years | 9.00 | 62.93 | 14% |
| Returns for 10 years | 23.72 | 123.10 | 19% |
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