Ad is loading...
TOWFX vs VIVIX
TOWFX vs VIVIX Comparison
Open Charts TOWFX vs VIVIX
Towpath Focus Institutional
Price$15.56
Change-$0.31 (-1.95%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.70 (-2.51%)
VolumeN/A
CapitalizationN/A
TOWFX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TOWFX vs. VIVIX 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 TOWFX is a StrongBuy and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. TOWFX (40.4M). VIVIX pays higher dividends than TOWFX: VIVIX (2.37) vs TOWFX (1.33). TOWFX was incepted earlier than VIVIX: TOWFX (5 years) vs VIVIX (26 years). TOWFX is a more actively managed with annual turnover of: 12.33 vs. VIVIX (10.00). TOWFX has a lower initial minimum investment than VIVIX: TOWFX (2000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 12.71 vs. TOWFX (11.51).
| TOWFX | VIVIX | TOWFX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | 12.131 | 13.116 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4M | 195B | 0% |
| Annual Yield % from dividends | 1.33 | 2.37 | 56% |
| Returns for 1 year | 11.51 | 12.71 | 91% |
| Returns for 3 years | 17.14 | 17.45 | 98% |
| Returns for 5 years | N/A | 40.22 | - |
| Returns for 10 years | N/A | 99.72 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...