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SLVYX vs VIVAX
SLVYX vs VIVAX Comparison
Open Charts SLVYX vs VIVAX
Saratoga Large Capitalization Value A
Price$26.33
Change+$0.24 (+0.92%)
VolumeN/A
Net Assets17.69M
SLVYX vs VIVAX Comparison Chart in %
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SLVYX vs. VIVAX commentary
Oct 21, 2025
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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. SLVYX (17.7M). VIVAX pays higher dividends than SLVYX: VIVAX (1.97) vs SLVYX (0.00). SLVYX was incepted earlier than VIVAX: SLVYX (20 years) vs VIVAX (33 years). SLVYX (2.29) is less costly to investors than VIVAX (0.17). SLVYX is a more actively managed with annual turnover of: 83.00 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 : 4.63 vs. SLVYX (-8.52). VIVAX return over 5 years is better than : 71.78 vs. SLVYX (19.79).
| SLVYX | VIVAX | SLVYX / VIVAX | |
| Total Expense Ratio | 2.29 | 0.17 | 1,347% |
| Annual Report Gross Expense Ratio | 2.29 | 0.17 | 1,347% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 10.974 | 9.738 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7M | 208B | 0% |
| Annual Yield % from dividends | 0.00 | 1.97 | - |
| Returns for 1 year | -8.52 | 4.63 | -184% |
| Returns for 3 years | 13.93 | 42.99 | 32% |
| Returns for 5 years | 19.79 | 71.78 | 28% |
| Returns for 10 years | 28.52 | 129.45 | 22% |
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