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SJVAX vs VIVAX
SJVAX vs VIVAX Comparison
Open Charts SJVAX vs VIVAX
Steward Large Cap Value A
Price$32.32
Change+$0.28 (+0.87%)
VolumeN/A
Net Assets115M
Vanguard Value Index I
Price$75.35
Change+$0.63 (+0.84%)
VolumeN/A
Net Assets215.53B
SJVAX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. SJVAX (115M). VIVAX pays higher dividends than SJVAX: VIVAX (1.93) vs SJVAX (1.13). SJVAX was incepted earlier than VIVAX: SJVAX (4 years) vs VIVAX (33 years). SJVAX (1.27) is less costly to investors than VIVAX (0.17). SJVAX is a more actively managed with annual turnover of: 133.00 vs. VIVAX (9.00). 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 : 10.16 vs. SJVAX (2.18).
| SJVAX | VIVAX | SJVAX / VIVAX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 4 years | 33 years | - |
| Gain YTD | 13.376 | 14.146 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 216B | 0% |
| Annual Yield % from dividends | 1.13 | 1.93 | 58% |
| Returns for 1 year | 2.18 | 10.16 | 21% |
| Returns for 3 years | 41.15 | 34.53 | 119% |
| Returns for 5 years | N/A | 63.66 | - |
| Returns for 10 years | N/A | 139.88 | - |
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