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SJVIX vs VIVAX
SJVIX vs VIVAX Comparison
Open Charts SJVIX vs VIVAX
Steward Large Cap Value I
Price$28.46
Change-$0.46 (-1.59%)
VolumeN/A
Net Assets86.94M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
SJVIX vs VIVAX Comparison Chart
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. SJVIX (86.9M). VIVAX pays higher dividends than SJVIX: VIVAX (2.16) vs SJVIX (1.40). SJVIX was incepted earlier than VIVAX: SJVIX (4 years) vs VIVAX (33 years). SJVIX (0.99) is less costly to investors than VIVAX (0.17). SJVIX is a more actively managed with annual turnover of: 103.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than SJVIX: VIVAX (3000) vs SJVIX (100000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. SJVIX (4.88).
| SJVIX | VIVAX | SJVIX / VIVAX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 0.99 | 0.17 | 582% |
| Fund Existence | 4 years | 33 years | - |
| Gain YTD | 0.494 | 2.419 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.9M | 189B | 0% |
| Annual Yield % from dividends | 1.40 | 2.16 | 65% |
| Returns for 1 year | 4.88 | 8.01 | 61% |
| Returns for 3 years | 39.12 | 32.20 | 122% |
| Returns for 5 years | N/A | 72.56 | - |
| Returns for 10 years | N/A | 103.54 | - |
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