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SLVYX vs VIVAX
SLVYX vs VIVAX Comparison
Open Charts SLVYX vs VIVAX
Saratoga Large Capitalization Value A
Price$24.02
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets17.46M
Vanguard Value Index I
Price$75.27
Change+$0.37 (+0.49%)
VolumeN/A
Net Assets215.53B
SLVYX vs VIVAX Comparison Chart in %
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SLVYX vs. VIVAX commentary
Dec 25, 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: 216B vs. SLVYX (17.5M). VIVAX pays higher dividends than SLVYX: VIVAX (1.93) 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: 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 : 12.66 vs. SLVYX (0.88). VIVAX return over 5 years is better than : 64.99 vs. SLVYX (-2.87).
| 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 | 2.169 | 14.025 | 15% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5M | 216B | 0% |
| Annual Yield % from dividends | 0.00 | 1.93 | - |
| Returns for 1 year | 0.88 | 12.66 | 7% |
| Returns for 3 years | 10.49 | 37.81 | 28% |
| Returns for 5 years | -2.87 | 64.99 | -4% |
| Returns for 10 years | 19.50 | 134.86 | 14% |
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