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ADEIX vs VIVAX
ADEIX vs VIVAX Comparison
Open Charts ADEIX vs VIVAX
Ancora Dividend Value Equity I
Price$17.36
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets46.77M
Vanguard Value Index I
Price$69.07
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.81B
ADEIX vs VIVAX Comparison Chart in %
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ADEIX vs. VIVAX commentary
Aug 07, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. ADEIX (46.8M). 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 : 12.21 vs. VIVAX (9.98). ADEIX return over 5 years is better than : 73.75 vs. VIVAX (67.53).
| 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 | 4.279 | 4.695 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.8M | 196B | 0% |
| Annual Yield % from dividends | 1.20 | 2.06 | 58% |
| Returns for 1 year | 12.21 | 9.98 | 122% |
| Returns for 3 years | 33.66 | 29.11 | 116% |
| Returns for 5 years | 73.75 | 67.53 | 109% |
| Returns for 10 years | N/A | 113.05 | - |
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