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TOWFX vs VIVAX
TOWFX vs VIVAX Comparison
Open Charts TOWFX vs VIVAX
Towpath Focus Institutional
Price$17.50
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets54.97M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
TOWFX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. TOWFX (55M). VIVAX pays higher dividends than TOWFX: VIVAX (2.06) vs TOWFX (1.24). 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 : 14.99 vs. VIVAX (9.76). TOWFX return over 5 years is better than : 92.63 vs. VIVAX (74.87).
| 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 | 11.536 | 6.724 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55M | 195B | 0% |
| Annual Yield % from dividends | 1.24 | 2.06 | 60% |
| Returns for 1 year | 14.99 | 9.76 | 154% |
| Returns for 3 years | 47.10 | 34.31 | 137% |
| Returns for 5 years | 92.63 | 74.87 | 124% |
| Returns for 10 years | N/A | 116.32 | - |
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