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SLVYX vs VIVAX
SLVYX vs VIVAX Comparison
Open Charts SLVYX vs VIVAX
Saratoga Large Capitalization Value A
Price$21.31
Change-$1.16 (-5.16%)
VolumeN/A
Net Assets16.4M
Vanguard Value Index I
Price$61.23
Change-$3.89 (-5.97%)
VolumeN/A
Net Assets195.24B
SLVYX vs VIVAX Comparison Chart
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SLVYX vs. VIVAX commentary
Apr 07, 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: 195B vs. SLVYX (16.4M). VIVAX pays higher dividends than SLVYX: VIVAX (2.14) vs SLVYX (0.00). SLVYX was incepted earlier than VIVAX: SLVYX (19 years) vs VIVAX (32 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 (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 : -1.54 vs. SLVYX (-20.28). VIVAX return over 5 years is better than : 82.55 vs. SLVYX (44.77).
| 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 | 19 years | 32 years | - |
| Gain YTD | -9.358 | -7.287 | 128% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4M | 195B | 0% |
| Annual Yield % from dividends | 0.00 | 2.14 | - |
| Returns for 1 year | -20.28 | -1.54 | 1,318% |
| Returns for 3 years | -16.30 | 6.85 | -238% |
| Returns for 5 years | 44.77 | 82.55 | 54% |
| Returns for 10 years | -6.21 | 87.63 | -7% |
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