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AEURX vs VVIAX
AEURX vs VVIAX Comparison
Open Charts AEURX vs VVIAX
American Century Equity Income R
Price$8.38
Change+$0.04 (+0.48%)
VolumeN/A
Net Assets6.65B
Vanguard Value Index Adm
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
AEURX vs VVIAX Comparison Chart
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AEURX vs. VVIAX commentary
May 09, 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 AEURX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. AEURX (6.65B). VVIAX pays higher dividends than AEURX: VVIAX (2.34) vs AEURX (1.91). AEURX was incepted earlier than VVIAX: AEURX (22 years) vs VVIAX (25 years). AEURX (1.43) is less costly to investors than VVIAX (0.05). AEURX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (9.00). AEURX has a lower initial minimum investment than VVIAX: AEURX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 5.12 vs. AEURX (-2.26). VVIAX return over 5 years is better than : 72.19 vs. AEURX (17.71).
| AEURX | VVIAX | AEURX / VVIAX | |
| Total Expense Ratio | 1.43 | 0.05 | 2,860% |
| Annual Report Gross Expense Ratio | 1.43 | 0.05 | 2,860% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 0.719 | -0.957 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.65B | 184B | 4% |
| Annual Yield % from dividends | 1.91 | 2.34 | 82% |
| Returns for 1 year | -2.26 | 5.12 | -44% |
| Returns for 3 years | -5.74 | 20.66 | -28% |
| Returns for 5 years | 17.71 | 72.19 | 25% |
| Returns for 10 years | 10.98 | 96.21 | 11% |
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