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IPFPX vs VIVAX
IPFPX vs VIVAX Comparison
Open Charts IPFPX vs VIVAX
Poplar Forest Partners Institutional
Price$53.51
Change+$0.24 (+0.45%)
VolumeN/A
Net Assets304.41M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
IPFPX vs VIVAX Comparison Chart in %
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IPFPX vs. VIVAX commentary
Jul 07, 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: 189B vs. IPFPX (304M). IPFPX pays higher dividends than VIVAX: IPFPX (2.28) vs VIVAX (2.06). 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 annual gain was more profitable for investors over the last year : 12.04 vs. IPFPX (4.19). VIVAX return over 5 years is better than : 80.14 vs. IPFPX (65.88).
| 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 | 11.224 | 6.209 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 189B | 0% |
| Annual Yield % from dividends | 2.28 | 2.06 | 111% |
| Returns for 1 year | 4.19 | 12.04 | 35% |
| Returns for 3 years | 10.12 | 35.16 | 29% |
| Returns for 5 years | 65.88 | 80.14 | 82% |
| Returns for 10 years | 36.59 | 115.74 | 32% |