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SJVIX vs VVIAX
SJVIX vs VVIAX Comparison
Open Charts SJVIX vs VVIAX
Steward Large Cap Value I
Price$29.96
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
SJVIX vs VVIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. SJVIX (95.5M). VVIAX pays higher dividends than SJVIX: VVIAX (2.18) vs SJVIX (1.36). SJVIX was incepted earlier than VVIAX: SJVIX (4 years) vs VVIAX (25 years). SJVIX (0.99) is less costly to investors than VVIAX (0.05). VVIAX has a lower initial minimum investment than SJVIX: VVIAX (3000) vs SJVIX (100000). VVIAX annual gain was more profitable for investors over the last year : 7.91 vs. SJVIX (5.39).
| SJVIX | VVIAX | SJVIX / VVIAX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | 5.791 | 6.517 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.5M | 196B | 0% |
| Annual Yield % from dividends | 1.36 | 2.18 | 62% |
| Returns for 1 year | 5.39 | 7.91 | 68% |
| Returns for 3 years | 33.43 | 25.93 | 129% |
| Returns for 5 years | N/A | 68.54 | - |
| Returns for 10 years | N/A | 114.61 | - |
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