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ADEIX vs VIVAX
ADEIX vs VIVAX Comparison
Open Charts ADEIX vs VIVAX
Ancora Dividend Value Equity I
Price$17.84
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets47.84M
Vanguard Value Index I
Price$71.47
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets195.81B
ADEIX vs VIVAX Comparison Chart in %
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ADEIX vs. VIVAX commentary
Aug 30, 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 ADEIX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. ADEIX (47.8M). VIVAX pays higher dividends than ADEIX: VIVAX (2.06) vs ADEIX (1.20). ADEIX was incepted earlier than VIVAX: ADEIX (6 years) vs VIVAX (33 years). ADEIX (1.11) is less costly to investors than VIVAX (0.17). ADEIX is a more actively managed with annual turnover of: 16.86 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than ADEIX: VIVAX (3000) vs ADEIX (5000). ADEIX annual gain was more profitable for investors over the last year : 9.39 vs. VIVAX (7.10). ADEIX (72.71) and VIVAX (69.18) have equivalent 5 years return.
| ADEIX | VIVAX | ADEIX / VIVAX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.11 | 0.17 | 653% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 7.773 | 8.208 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.8M | 196B | 0% |
| Annual Yield % from dividends | 1.20 | 2.06 | 58% |
| Returns for 1 year | 9.39 | 7.10 | 132% |
| Returns for 3 years | 41.51 | 35.03 | 119% |
| Returns for 5 years | 72.71 | 69.18 | 105% |
| Returns for 10 years | N/A | 138.85 | - |
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