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SJVAX vs VVIAX
SJVAX vs VVIAX Comparison
Open Charts SJVAX vs VVIAX
Steward Large Cap Value A
Price$30.84
Change+$0.32 (+1.05%)
VolumeN/A
Net Assets98.85M
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
SJVAX vs VVIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. SJVAX (98.9M). VVIAX pays higher dividends than SJVAX: VVIAX (2.10) vs SJVAX (1.16). SJVAX was incepted earlier than VVIAX: SJVAX (4 years) vs VVIAX (25 years). SJVAX (1.26) is less costly to investors than VVIAX (0.05). SJVAX is a more actively managed with annual turnover of: 133.00 vs. VVIAX (9.00). SJVAX has a lower initial minimum investment than VVIAX: SJVAX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 7.74 vs. SJVAX (6.83).
| SJVAX | VVIAX | SJVAX / VVIAX | |
| Total Expense Ratio | 1.00 | 0.05 | 2,000% |
| Annual Report Gross Expense Ratio | 1.26 | 0.05 | 2,520% |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | 8.599 | 7.850 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.9M | 203B | 0% |
| Annual Yield % from dividends | 1.16 | 2.10 | 55% |
| Returns for 1 year | 6.83 | 7.74 | 88% |
| Returns for 3 years | 48.19 | 36.61 | 132% |
| Returns for 5 years | N/A | 70.16 | - |
| Returns for 10 years | N/A | 131.61 | - |