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SJVAX vs VIVAX
SJVAX vs VIVAX Comparison
Open Charts SJVAX vs VIVAX
Steward Large Cap Value A
Price$30.07
Change+$0.22 (+0.74%)
VolumeN/A
Net Assets93.26M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SJVAX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. SJVAX (93.3M). 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 is a more actively managed with annual turnover of: 103.00 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 : 12.04 vs. SJVAX (10.32).
| 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 | 6.405 | 6.209 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.3M | 189B | 0% |
| Annual Yield % from dividends | 1.20 | 2.06 | 58% |
| Returns for 1 year | 10.32 | 12.04 | 86% |
| Returns for 3 years | 46.70 | 35.16 | 133% |
| Returns for 5 years | N/A | 80.14 | - |
| Returns for 10 years | N/A | 115.74 | - |