Interact to see
Advertisement
Advertisement
SJVAX vs VVIAX
SJVAX vs VVIAX Comparison
Open Charts SJVAX vs VVIAX
Steward Large Cap Value A
Price$29.85
Change-$0.09 (-0.30%)
VolumeN/A
Net Assets95.53M
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
SJVAX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. SJVAX (95.5M). VVIAX pays higher dividends than SJVAX: VVIAX (2.18) vs SJVAX (1.21). 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 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 : 7.91 vs. SJVAX (5.13).
| 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 | 5.626 | 6.517 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.5M | 196B | 0% |
| Annual Yield % from dividends | 1.21 | 2.18 | 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 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers