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PFPWX vs VIVAX
PFPWX vs VIVAX Comparison
Open Charts PFPWX vs VIVAX
Parnassus Value Equity Institutional
Price$57.56
Change-$0.17 (-0.29%)
VolumeN/A
Net Assets4.65B
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
PFPWX vs VIVAX Comparison Chart in %
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PFPWX vs. VIVAX commentary
Aug 18, 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 PFPWX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. PFPWX (4.65B). VIVAX pays higher dividends than PFPWX: VIVAX (2.06) vs PFPWX (1.09). PFPWX was incepted earlier than VIVAX: PFPWX (10 years) vs VIVAX (33 years). PFPWX (0.71) is less costly to investors than VIVAX (0.17). PFPWX is a more actively managed with annual turnover of: 24.08 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than PFPWX: VIVAX (3000) vs PFPWX (100000). VIVAX annual gain was more profitable for investors over the last year : 7.90 vs. PFPWX (6.56). VIVAX return over 5 years is better than : 68.56 vs. PFPWX (58.44).
| PFPWX | VIVAX | PFPWX / VIVAX | |
| Total Expense Ratio | 0.65 | 0.17 | 382% |
| Annual Report Gross Expense Ratio | 0.71 | 0.17 | 418% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 9.450 | 6.512 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.65B | 196B | 2% |
| Annual Yield % from dividends | 1.09 | 2.06 | 53% |
| Returns for 1 year | 6.56 | 7.90 | 83% |
| Returns for 3 years | 19.83 | 25.93 | 76% |
| Returns for 5 years | 58.44 | 68.56 | 85% |
| Returns for 10 years | 112.69 | 114.64 | 98% |
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