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TOWFX vs VIVAX
TOWFX vs VIVAX Comparison
Open Charts TOWFX vs VIVAX
Towpath Focus Institutional
Price$17.41
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets54.99M
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
TOWFX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. TOWFX (55M). VIVAX pays higher dividends than TOWFX: VIVAX (2.06) vs TOWFX (1.22). TOWFX was incepted earlier than VIVAX: TOWFX (6 years) vs VIVAX (33 years). TOWFX (0.97) is less costly to investors than VIVAX (0.17). VIVAX is a more actively managed with annual turnover of: 9.00 vs. TOWFX (4.07). TOWFX has a lower initial minimum investment than VIVAX: TOWFX (2000) vs VIVAX (3000). TOWFX annual gain was more profitable for investors over the last year : 15.07 vs. VIVAX (7.90). TOWFX return over 5 years is better than : 86.05 vs. VIVAX (68.56).
| TOWFX | VIVAX | TOWFX / VIVAX | |
| Total Expense Ratio | 0.97 | 0.17 | 571% |
| Annual Report Gross Expense Ratio | 0.97 | 0.17 | 571% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 10.962 | 6.512 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55M | 196B | 0% |
| Annual Yield % from dividends | 1.22 | 2.06 | 59% |
| Returns for 1 year | 15.07 | 7.90 | 191% |
| Returns for 3 years | 36.71 | 25.93 | 142% |
| Returns for 5 years | 86.05 | 68.56 | 126% |
| Returns for 10 years | N/A | 114.64 | - |
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