Ad is loading...
SRYRX vs VIPSX
SRYRX vs VIPSX Comparison
Open Charts SRYRX vs VIPSX
View a ticker or compare two or three
VS
VS
SRYRX vs VIPSX Comparison Chart
Loading...
SRYRX vs. VIPSX 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 VIPSX is a Hold.
FUNDAMENTALS
Fundamentals
VIPSX has more cash in the bank: 27.1B vs. SRYRX (386M). VIPSX pays higher dividends than SRYRX: VIPSX (4.03) vs SRYRX (2.65). SRYRX was incepted earlier than VIPSX: SRYRX (10 years) vs VIPSX (24 years). VIPSX is a more actively managed with annual turnover of: 34.00 vs. SRYRX (31.00). VIPSX has a lower initial minimum investment than SRYRX: VIPSX (3000) vs SRYRX (100000). VIPSX annual gain was more profitable for investors over the last year : 9.22 vs. SRYRX (7.64). SRYRX return over 5 years is better than : 16.23 vs. VIPSX (12.64).
| SRYRX | VIPSX | SRYRX / VIPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 4.863 | 4.993 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 27.1B | 1% |
| Annual Yield % from dividends | 2.65 | 4.03 | 66% |
| Returns for 1 year | 7.64 | 9.22 | 83% |
| Returns for 3 years | 5.05 | -2.88 | -175% |
| Returns for 5 years | 16.23 | 12.64 | 128% |
| Returns for 10 years | N/A | 24.04 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...