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ADEIX vs VVIAX
ADEIX vs VVIAX Comparison
Open Charts ADEIX vs VVIAX
Ancora Dividend Value Equity I
Price$16.97
Change+$0.05 (+0.30%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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ADEIX vs VVIAX Comparison Chart
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ADEIX vs. VVIAX commentary
Sep 21, 2024
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 Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. ADEIX (44M). VVIAX pays higher dividends than ADEIX: VVIAX (2.36) vs ADEIX (1.22). ADEIX was incepted earlier than VVIAX: ADEIX (5 years) vs VVIAX (24 years). ADEIX is a more actively managed with annual turnover of: 16.02 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than ADEIX: VVIAX (3000) vs ADEIX (5000). ADEIX annual gain was more profitable for investors over the last year : 21.56 vs. VVIAX (20.40). ADEIX return over 5 years is better than : 69.66 vs. VVIAX (54.20).
| ADEIX | VVIAX | ADEIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 12.527 | 15.359 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44M | 183B | 0% |
| Annual Yield % from dividends | 1.22 | 2.36 | 52% |
| Returns for 1 year | 21.56 | 20.40 | 106% |
| Returns for 3 years | 25.20 | 25.00 | 101% |
| Returns for 5 years | 69.66 | 54.20 | 129% |
| Returns for 10 years | N/A | 109.21 | - |
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