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SLVYX vs VVIAX
SLVYX vs VVIAX Comparison
Open Charts SLVYX vs VVIAX
Saratoga Large Capitalization Value A
Price$27.91
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.82
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SLVYX vs VVIAX Comparison Chart
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SLVYX vs. VVIAX 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 VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. SLVYX (20.3M). VVIAX pays higher dividends than SLVYX: VVIAX (2.36) vs SLVYX (0.00). SLVYX was incepted earlier than VVIAX: SLVYX (19 years) vs VVIAX (24 years). SLVYX is a more actively managed with annual turnover of: 90.00 vs. VVIAX (10.00). SLVYX has a lower initial minimum investment than VVIAX: SLVYX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 20.40 vs. SLVYX (16.28). VVIAX return over 5 years is better than : 54.20 vs. SLVYX (29.88).
| SLVYX | VVIAX | SLVYX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 6.194 | 15.359 | 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 | 2.36 | - |
| Returns for 1 year | 16.28 | 20.40 | 80% |
| Returns for 3 years | -7.95 | 25.00 | -32% |
| Returns for 5 years | 29.88 | 54.20 | 55% |
| Returns for 10 years | 25.65 | 109.21 | 23% |