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TRMVX vs VIVAX
TRMVX vs VIVAX Comparison
Open Charts TRMVX vs VIVAX
SEI Large Cap Value F (SIMT)
Price$24.05
Change+$0.20 (+0.84%)
VolumeN/A
Net Assets1.21B
Vanguard Value Index I
Price$63.13
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
TRMVX vs VIVAX Comparison Chart
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TRMVX vs. VIVAX commentary
Apr 19, 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 TRMVX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. TRMVX (1.21B). VIVAX pays higher dividends than TRMVX: VIVAX (2.14) vs TRMVX (1.87). TRMVX was incepted earlier than VIVAX: TRMVX (38 years) vs VIVAX (32 years). TRMVX (0.93) is less costly to investors than VIVAX (0.17). TRMVX is a more actively managed with annual turnover of: 15.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than TRMVX: VIVAX (3000) vs TRMVX (100000). VIVAX annual gain was more profitable for investors over the last year : 4.75 vs. TRMVX (-3.27). VIVAX return over 5 years is better than : 64.96 vs. TRMVX (43.68).
| TRMVX | VIVAX | TRMVX / VIVAX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 0.93 | 0.17 | 547% |
| Fund Existence | 38 years | 32 years | - |
| Gain YTD | -4.956 | -4.410 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 191B | 1% |
| Annual Yield % from dividends | 1.87 | 2.14 | 87% |
| Returns for 1 year | -3.27 | 4.75 | -69% |
| Returns for 3 years | -7.87 | 9.56 | -82% |
| Returns for 5 years | 43.68 | 64.96 | 67% |
| Returns for 10 years | 9.70 | 90.77 | 11% |
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