AVALX
Price
$40.00
Change
-$0.78 (-1.91%)
Updated
Nov 12 closing price
VISVX
Price
$50.63
Change
-$0.64 (-1.25%)
Updated
Nov 12 closing price
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AVALX vs VISVX

Header iconAVALX vs VISVX Comparison
Open Charts AVALX vs VISVXBanner chart's image
Aegis Value I
Price$40.00
Change-$0.78 (-1.91%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$50.63
Change-$0.64 (-1.25%)
VolumeN/A
CapitalizationN/A
AVALX vs VISVX Comparison Chart
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VS
AVALX vs. VISVX commentary
Nov 13, 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 AVALX is a StrongBuy and VISVX is a Buy.

FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. AVALX (354M). VISVX pays higher dividends than AVALX: VISVX (1.90) vs AVALX (0.63). AVALX was incepted earlier than VISVX: AVALX (27 years) vs VISVX (27 years). VISVX is a more actively managed with annual turnover of: 16.00 vs. AVALX (2.00). VISVX has a lower initial minimum investment than AVALX: VISVX (3000) vs AVALX (10000). VISVX annual gain was more profitable for investors over the last year : 37.57 vs. AVALX (23.19). AVALX return over 5 years is better than : 157.61 vs. VISVX (63.54).
AVALXVISVXAVALX / VISVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence27 years27 years-
Gain YTD15.36119.24780%
Front LoadN/AN/A-
Min. Initial Investment100003000333%
Min. Initial Investment IRAN/AN/A-
Net Assets354M57.6B1%
Annual Yield % from dividends0.631.9033%
Returns for 1 year23.1937.5762%
Returns for 3 years41.5417.08243%
Returns for 5 years157.6163.54248%
Returns for 10 years143.80115.52124%
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