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TRMVX vs VIVAX
TRMVX vs VIVAX Comparison
Open Charts TRMVX vs VIVAX
SEI Large Cap Value F (SIMT)
Price$25.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.28B
Vanguard Value Index I
Price$65.59
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
TRMVX vs VIVAX Comparison Chart
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TRMVX vs. VIVAX commentary
May 12, 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: 184B vs. TRMVX (1.28B). VIVAX pays higher dividends than TRMVX: VIVAX (2.22) vs TRMVX (1.95). TRMVX was incepted earlier than VIVAX: TRMVX (38 years) vs VIVAX (33 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 (9.00). 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 : 4.58 vs. TRMVX (-1.70). VIVAX return over 5 years is better than : 72.65 vs. TRMVX (50.83).
| 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 | 33 years | - |
| Gain YTD | 0.577 | -0.685 | -84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 184B | 1% |
| Annual Yield % from dividends | 1.95 | 2.22 | 88% |
| Returns for 1 year | -1.70 | 4.58 | -37% |
| Returns for 3 years | 3.10 | 21.42 | 14% |
| Returns for 5 years | 50.83 | 72.65 | 70% |
| Returns for 10 years | 16.04 | 97.37 | 16% |