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IPFPX vs VIVAX
IPFPX vs VIVAX Comparison
Open Charts IPFPX vs VIVAX
Poplar Forest Partners Institutional
Price$55.69
Change-$0.26 (-0.46%)
VolumeN/A
Net Assets310.11M
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
IPFPX vs VIVAX Comparison Chart in %
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IPFPX vs. VIVAX commentary
Sep 09, 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 IPFPX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. IPFPX (310M). IPFPX pays higher dividends than VIVAX: IPFPX (2.16) vs VIVAX (1.99). IPFPX was incepted earlier than VIVAX: IPFPX (16 years) vs VIVAX (33 years). IPFPX (1.07) is less costly to investors than VIVAX (0.17). IPFPX is a more actively managed with annual turnover of: 27.75 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than IPFPX: VIVAX (3000) vs IPFPX (100000). VIVAX (7.74) and IPFPX (7.69) have marching annual gain over last year. VIVAX return over 5 years is better than : 70.18 vs. IPFPX (63.67).
| IPFPX | VIVAX | IPFPX / VIVAX | |
| Total Expense Ratio | 0.96 | 0.17 | 565% |
| Annual Report Gross Expense Ratio | 1.07 | 0.17 | 629% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 16.296 | 7.845 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 203B | 0% |
| Annual Yield % from dividends | 2.16 | 1.99 | 109% |
| Returns for 1 year | 7.69 | 7.74 | 99% |
| Returns for 3 years | 17.21 | 36.63 | 47% |
| Returns for 5 years | 63.67 | 70.18 | 91% |
| Returns for 10 years | 56.76 | 131.64 | 43% |
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