Ad is loading...
SLVYX vs VIVAX
SLVYX vs VIVAX Comparison
Open Charts SLVYX vs VIVAX
Saratoga Large Capitalization Value A
Price$27.91
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
SLVYX vs VIVAX Comparison Chart
Loading...
SLVYX vs. VIVAX commentary
Sep 21, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. SLVYX (20.3M). 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 : 20.39 vs. SLVYX (16.28). VIVAX return over 5 years is better than : 54.21 vs. SLVYX (29.88).
| 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 | 6.194 | 15.335 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3M | 183B | 0% |
| Annual Yield % from dividends | 0.00 | 2.25 | - |
| Returns for 1 year | 16.28 | 20.39 | 80% |
| Returns for 3 years | -7.95 | 25.01 | -32% |
| Returns for 5 years | 29.88 | 54.21 | 55% |
| Returns for 10 years | 25.65 | 109.13 | 24% |
View a ticker or compare two or three
VS
VS
Ad is loading...