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SJVAX vs VIVAX
SJVAX vs VIVAX Comparison
Open Charts SJVAX vs VIVAX
Steward Large Cap Value A
Price$29.82
Change+$0.15 (+0.51%)
VolumeN/A
Net Assets93.83M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
SJVAX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SJVAX (93.8M). VIVAX pays higher dividends than SJVAX: VIVAX (2.06) vs SJVAX (1.20). SJVAX was incepted earlier than VIVAX: SJVAX (4 years) vs VIVAX (33 years). SJVAX (1.26) is less costly to investors than VIVAX (0.17). SJVAX has a lower initial minimum investment than VIVAX: SJVAX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 9.76 vs. SJVAX (6.47).
| SJVAX | VIVAX | SJVAX / VIVAX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.26 | 0.17 | 741% |
| Fund Existence | 4 years | 33 years | - |
| Gain YTD | 5.520 | 6.724 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.8M | 195B | 0% |
| Annual Yield % from dividends | 1.20 | 2.06 | 58% |
| Returns for 1 year | 6.47 | 9.76 | 66% |
| Returns for 3 years | 42.93 | 34.31 | 125% |
| Returns for 5 years | N/A | 74.87 | - |
| Returns for 10 years | N/A | 116.32 | - |
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