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SJVAX vs VIVIX
SJVAX vs VIVIX Comparison
Open Charts SJVAX vs VIVIX
Steward Large Cap Value A
Price$29.85
Change-$0.09 (-0.30%)
VolumeN/A
Net Assets95.53M
Vanguard Value Index I
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
SJVAX vs VIVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. SJVAX (95.5M). VIVIX pays higher dividends than SJVAX: VIVIX (2.19) vs SJVAX (1.21). SJVAX was incepted earlier than VIVIX: SJVAX (4 years) vs VIVIX (27 years). SJVAX (1.26) is less costly to investors than VIVIX (0.04). SJVAX has a lower initial minimum investment than VIVIX: SJVAX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.91 vs. SJVAX (5.13).
| SJVAX | VIVIX | SJVAX / VIVIX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.26 | 0.04 | 3,150% |
| Fund Existence | 4 years | 27 years | - |
| Gain YTD | 5.626 | 6.533 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.5M | 196B | 0% |
| Annual Yield % from dividends | 1.21 | 2.19 | 55% |
| Returns for 1 year | 5.13 | 7.91 | 65% |
| Returns for 3 years | 32.40 | 25.93 | 125% |
| Returns for 5 years | N/A | 68.54 | - |
| Returns for 10 years | N/A | 114.61 | - |
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