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PFPWX vs VIVAX
PFPWX vs VIVAX Comparison
Open Charts PFPWX vs VIVAX
Parnassus Value Equity Institutional
Price$56.58
Change+$0.42 (+0.75%)
VolumeN/A
Net Assets4.83B
Vanguard Value Index I
Price$75.35
Change+$0.63 (+0.84%)
VolumeN/A
Net Assets215.53B
PFPWX vs VIVAX Comparison Chart in %
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PFPWX vs. VIVAX commentary
Dec 13, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. PFPWX (4.83B). VIVAX pays higher dividends than PFPWX: VIVAX (1.93) vs PFPWX (1.00). PFPWX was incepted earlier than VIVAX: PFPWX (11 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 : 10.16 vs. PFPWX (2.90). VIVAX return over 5 years is better than : 63.66 vs. PFPWX (25.07).
| PFPWX | VIVAX | PFPWX / VIVAX | |
| Total Expense Ratio | 0.65 | 0.17 | 382% |
| Annual Report Gross Expense Ratio | 0.71 | 0.17 | 418% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 7.587 | 14.146 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.83B | 216B | 2% |
| Annual Yield % from dividends | 1.00 | 1.93 | 52% |
| Returns for 1 year | 2.90 | 10.16 | 29% |
| Returns for 3 years | 23.65 | 34.53 | 68% |
| Returns for 5 years | 25.07 | 63.66 | 39% |
| Returns for 10 years | 130.31 | 139.88 | 93% |
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