Interact to see
Advertisement
Advertisement
FIKDX vs VIVAX
FIKDX vs VIVAX Comparison
Open Charts FIKDX vs VIVAX
Kempner Multi-Cap Deep Value Instl
Price$11.80
Change-$0.13 (-1.09%)
VolumeN/A
Net Assets92.49M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
FIKDX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIKDX vs. VIVAX commentary
Jun 16, 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 FIKDX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. FIKDX (92.5M). FIKDX pays higher dividends than VIVAX: FIKDX (2.30) vs VIVAX (2.16). FIKDX was incepted earlier than VIVAX: FIKDX (17 years) vs VIVAX (33 years). FIKDX (0.97) is less costly to investors than VIVAX (0.17). FIKDX is a more actively managed with annual turnover of: 37.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than FIKDX: VIVAX (3000) vs FIKDX (500000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. FIKDX (0.87). VIVAX return over 5 years is better than : 72.56 vs. FIKDX (44.00).
| FIKDX | VIVAX | FIKDX / VIVAX | |
| Total Expense Ratio | 0.97 | 0.17 | 571% |
| Annual Report Gross Expense Ratio | 0.97 | 0.17 | 571% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 3.310 | 2.419 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.5M | 189B | 0% |
| Annual Yield % from dividends | 2.30 | 2.16 | 107% |
| Returns for 1 year | 0.87 | 8.01 | 11% |
| Returns for 3 years | 22.30 | 32.20 | 69% |
| Returns for 5 years | 44.00 | 72.56 | 61% |
| Returns for 10 years | 33.51 | 103.54 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement