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ACTIX vs VIVIX

Both ACTIX and VIVIX are mutual funds. Below is the comparison between ACTIX and VIVIX.

ACTIX VIVIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Advisors Capital Vanguard
Net Assets $4.30M $14.41B
Expense Ratio N/A 0.04%
Management Style active passive (index-based)
Dividend Yield N/A 2.15%
Minimum Investment $3,000.00 $5,000,000.00
YTD Return N/A 17.98%
1-Year Return 1.58% 2.67%
3-Year Return N/A 11.67%
5-Year Return N/A 12.63%
10-Year Return N/A 12.79%

ACTIX description

The Fund seeks total return with capital preservation as a secondary objective. The Fund invests at least 80% of its assets in fixed-income securities defined as fixed or floating rate cash equivalents, debt instruments, preferred stock, and exchange-traded funds that primarily invest in the preceding instruments.

ACTIX performance & returns

YTD Return N/A
1-Month Return 0.49%
3-Month Return 1.58%
1-Year Return 1.58%
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
ACTIX expense ratio is N/A.

ACTIX holdings

Top 10 Holdings (29.52% of Total Assets)

Name Symbol % Assets
JPMorgan Chase & Co JPM 3.91%
Wells Fargo & Co WFC 3.12%
Cisco Systems Inc CSCO 3.08%
Chevron Corp CVX 3.03%
Johnson & Johnson JNJ 2.85%
Bank of America Corporation BAC 2.76%
Medtronic PLC MDT 2.75%
Oracle Corp ORCL 2.73%
Merck & Co Inc MRK 2.65%
Procter & Gamble Co PG 2.64%

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VIVIX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index by investing all of its assets in the stocks that make up the Index.

VIVIX performance & returns

YTD Return 17.98%
1-Month Return 1.01%
3-Month Return 2.67%
1-Year Return 2.67%
3-Year Return 11.67%
5-Year Return 12.63%
10-Year Return 12.79%
VIVIX expense ratio is 0.04%.

VIVIX holdings

Top 10 Holdings (22.65% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 3.25%
Johnson & Johnson JNJ 3.12%
Procter & Gamble Co PG 2.75%
UnitedHealth Group Inc UNH 2.36%
JPMorgan Chase & Co JPM 2.33%
Verizon Communications Inc VZ 1.96%
The Walt Disney Co DIS 1.78%
Intel Corp INTC 1.75%
Comcast Corp Class A CMCSA 1.68%
Merck & Co Inc MRK 1.67%

Other relevant VIVIX comparisons

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