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SRYRX vs VIPIX
SRYRX vs VIPIX Comparison
Open Charts SRYRX vs VIPIX
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SRYRX vs VIPIX Comparison Chart
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SRYRX vs. VIPIX commentary
Sep 23, 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 SRYRX is a Hold and VIPIX is a Hold.
FUNDAMENTALS
Fundamentals
VIPIX has more cash in the bank: 27.1B vs. SRYRX (386M). VIPIX pays higher dividends than SRYRX: VIPIX (4.17) vs SRYRX (2.65). SRYRX was incepted earlier than VIPIX: SRYRX (10 years) vs VIPIX (21 years). VIPIX is a more actively managed with annual turnover of: 34.00 vs. SRYRX (31.00). SRYRX has a lower initial minimum investment than VIPIX: SRYRX (100000) vs VIPIX (5000000). VIPIX annual gain was more profitable for investors over the last year : 9.34 vs. SRYRX (7.64). SRYRX return over 5 years is better than : 16.23 vs. VIPIX (13.37).
| SRYRX | VIPIX | SRYRX / VIPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 21 years | - |
| Gain YTD | 4.863 | 5.109 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 27.1B | 1% |
| Annual Yield % from dividends | 2.65 | 4.17 | 64% |
| Returns for 1 year | 7.64 | 9.34 | 82% |
| Returns for 3 years | 5.05 | -2.49 | -202% |
| Returns for 5 years | 16.23 | 13.37 | 121% |
| Returns for 10 years | N/A | 25.66 | - |
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