Interact to see
Advertisement
Advertisement
SLVYX vs VIVAX
SLVYX vs VIVAX Comparison
Open Charts SLVYX vs VIVAX
Saratoga Large Capitalization Value A
Price$25.37
Change-$0.23 (-0.90%)
VolumeN/A
Net Assets18.59M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
SLVYX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SLVYX vs. VIVAX commentary
Jun 15, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. SLVYX (18.6M). VIVAX pays higher dividends than SLVYX: VIVAX (2.16) vs SLVYX (0.00). SLVYX was incepted earlier than VIVAX: SLVYX (19 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 : 8.01 vs. SLVYX (-5.19). VIVAX return over 5 years is better than : 72.56 vs. SLVYX (29.90).
| 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 | 33 years | - |
| Gain YTD | 7.912 | 2.419 | 327% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6M | 189B | 0% |
| Annual Yield % from dividends | 0.00 | 2.16 | - |
| Returns for 1 year | -5.19 | 8.01 | -65% |
| Returns for 3 years | 13.36 | 32.20 | 41% |
| Returns for 5 years | 29.90 | 72.56 | 41% |
| Returns for 10 years | 10.59 | 103.54 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement