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SLVYX vs VIVIX
SLVYX vs VIVIX Comparison
Open Charts SLVYX vs VIVIX
Saratoga Large Capitalization Value A
Price$21.31
Change-$1.16 (-5.16%)
VolumeN/A
Net Assets16.4M
Vanguard Value Index I
Price$61.20
Change-$3.90 (-5.99%)
VolumeN/A
Net Assets195.24B
SLVYX vs VIVIX Comparison Chart
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SLVYX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. SLVYX (16.4M). VIVIX pays higher dividends than SLVYX: VIVIX (2.27) vs SLVYX (0.00). SLVYX was incepted earlier than VIVIX: SLVYX (19 years) vs VIVIX (27 years). SLVYX (2.29) is less costly to investors than VIVIX (0.04). SLVYX is a more actively managed with annual turnover of: 83.00 vs. VIVIX (10.00). SLVYX has a lower initial minimum investment than VIVIX: SLVYX (2500) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : -1.55 vs. SLVYX (-20.28). VIVIX return over 5 years is better than : 82.54 vs. SLVYX (44.77).
| SLVYX | VIVIX | SLVYX / VIVIX | |
| Total Expense Ratio | 2.29 | 0.04 | 5,725% |
| Annual Report Gross Expense Ratio | 2.29 | 0.04 | 5,725% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -9.358 | -7.289 | 128% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4M | 195B | 0% |
| Annual Yield % from dividends | 0.00 | 2.27 | - |
| Returns for 1 year | -20.28 | -1.55 | 1,309% |
| Returns for 3 years | -16.30 | 6.83 | -239% |
| Returns for 5 years | 44.77 | 82.54 | 54% |
| Returns for 10 years | -6.21 | 87.57 | -7% |
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