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TOWFX vs VIVIX
TOWFX vs VIVIX Comparison
Open Charts TOWFX vs VIVIX
Towpath Focus Institutional
Price$16.67
Change+$0.21 (+1.28%)
VolumeN/A
Net Assets44.13M
Vanguard Value Index I
Price$69.33
Change+$0.71 (+1.03%)
VolumeN/A
Net Assets183.52B
TOWFX vs VIVIX Comparison Chart
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TOWFX vs. VIVIX commentary
Jan 31, 2025
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. TOWFX (44.1M). VIVIX pays higher dividends than TOWFX: VIVIX (2.37) vs TOWFX (1.33). TOWFX was incepted earlier than VIVIX: TOWFX (5 years) vs VIVIX (27 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). TOWFX (17.45) and VIVIX (16.72) have marching annual gain over last year. TOWFX return over 5 years is better than : 79.88 vs. VIVIX (50.85).
| TOWFX | VIVIX | TOWFX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 4.908 | 3.922 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.1M | 184B | 0% |
| Annual Yield % from dividends | 1.33 | 2.37 | 56% |
| Returns for 1 year | 17.45 | 16.72 | 104% |
| Returns for 3 years | 28.57 | 21.06 | 136% |
| Returns for 5 years | 79.88 | 50.85 | 157% |
| Returns for 10 years | N/A | 114.24 | - |
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