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SLVYX vs VIVAX
SLVYX vs VIVAX Comparison
Open Charts SLVYX vs VIVAX
Saratoga Large Capitalization Value A
Price$24.42
Change-$1.76 (-6.72%)
VolumeN/A
Net Assets17.5M
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
SLVYX vs VIVAX Comparison Chart in %
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SLVYX vs. VIVAX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SLVYX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. SLVYX (17.5M). VIVAX pays higher dividends than SLVYX: VIVAX (1.84) vs SLVYX (0.00). SLVYX was incepted earlier than VIVAX: SLVYX (20 years) vs VIVAX (33 years). SLVYX (2.17) is less costly to investors than VIVAX (0.17). SLVYX is a more actively managed with annual turnover of: 93.00 vs. VIVAX (9.00). SLVYX has a lower initial minimum investment than VIVAX: SLVYX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 15.07 vs. SLVYX (0.99). VIVAX return over 5 years is better than : 66.25 vs. SLVYX (-9.56).
| SLVYX | VIVAX | SLVYX / VIVAX | |
| Total Expense Ratio | 2.17 | 0.17 | 1,276% |
| Annual Report Gross Expense Ratio | 2.17 | 0.17 | 1,276% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 3.038 | 5.998 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5M | 218B | 0% |
| Annual Yield % from dividends | 0.00 | 1.84 | - |
| Returns for 1 year | 0.99 | 15.07 | 7% |
| Returns for 3 years | 1.20 | 41.03 | 3% |
| Returns for 5 years | -9.56 | 66.25 | -14% |
| Returns for 10 years | 42.06 | 167.20 | 25% |
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