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SLVYX vs VIVAX
SLVYX vs VIVAX Comparison
Open Charts SLVYX vs VIVAX
Saratoga Large Capitalization Value A
Price$26.06
Change-$0.18 (-0.69%)
VolumeN/A
Net Assets18.05M
Vanguard Value Index I
Price$72.18
Change-$0.35 (-0.48%)
VolumeN/A
Net Assets202.84B
SLVYX vs VIVAX Comparison Chart in %
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SLVYX vs. VIVAX commentary
Sep 27, 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: 203B vs. SLVYX (18.1M). VIVAX pays higher dividends than SLVYX: VIVAX (1.99) 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 : 7.36 vs. SLVYX (-4.75). VIVAX return over 5 years is better than : 81.15 vs. SLVYX (30.48).
| 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 | 11.612 | 9.844 | 118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1M | 203B | 0% |
| Annual Yield % from dividends | 0.00 | 1.99 | - |
| Returns for 1 year | -4.75 | 7.36 | -65% |
| Returns for 3 years | 17.83 | 49.09 | 36% |
| Returns for 5 years | 30.48 | 81.15 | 38% |
| Returns for 10 years | 35.96 | 147.75 | 24% |
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