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TDFAX vs VIVAX
TDFAX vs VIVAX Comparison
Open Charts TDFAX vs VIVAX
Transamerica Sustainable Equity Inc A
Price$8.51
Change-$0.23 (-2.63%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
TDFAX vs VIVAX Comparison Chart
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TDFAX vs. VIVAX commentary
Dec 19, 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 TDFAX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. TDFAX (174M). VIVAX pays higher dividends than TDFAX: VIVAX (2.25) vs TDFAX (1.62). TDFAX was incepted earlier than VIVAX: TDFAX (12 years) vs VIVAX (32 years). TDFAX is a more actively managed with annual turnover of: 11.00 vs. VIVAX (10.00). TDFAX has a lower initial minimum investment than VIVAX: TDFAX (1000) vs VIVAX (3000). TDFAX annual gain was more profitable for investors over the last year : 16.39 vs. VIVAX (12.68). VIVAX return over 5 years is better than : 40.20 vs. TDFAX (0.87).
| TDFAX | VIVAX | TDFAX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 16.025 | 13.074 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 195B | 0% |
| Annual Yield % from dividends | 1.62 | 2.25 | 72% |
| Returns for 1 year | 16.39 | 12.68 | 129% |
| Returns for 3 years | -6.19 | 17.44 | -35% |
| Returns for 5 years | 0.87 | 40.20 | 2% |
| Returns for 10 years | -33.81 | 99.64 | -34% |
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