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AVERX vs VIMAX
AVERX vs VIMAX Comparison
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AVERX vs VIMAX Comparison Chart in %
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AVERX vs. VIMAX commentary
Aug 09, 2026
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 AVERX is a Hold and VIMAX is a Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 225B vs. AVERX (131M). VIMAX pays higher dividends than AVERX: VIMAX (1.31) vs AVERX (0.34). AVERX was incepted earlier than VIMAX: AVERX (43 years) vs VIMAX (25 years). AVERX (1.13) is less costly to investors than VIMAX (0.05). AVERX is a more actively managed with annual turnover of: 57.00 vs. VIMAX (16.00). AVERX has a lower initial minimum investment than VIMAX: AVERX (2500) vs VIMAX (3000). AVERX annual gain was more profitable for investors over the last year : 23.25 vs. VIMAX (15.68). AVERX return over 5 years is better than : 68.60 vs. VIMAX (36.63).
| AVERX | VIMAX | AVERX / VIMAX | |
| Total Expense Ratio | 1.05 | 0.05 | 2,100% |
| Annual Report Gross Expense Ratio | 1.13 | 0.05 | 2,260% |
| Fund Existence | 43 years | 25 years | - |
| Gain YTD | 20.226 | 13.320 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 225B | 0% |
| Annual Yield % from dividends | 0.34 | 1.31 | 26% |
| Returns for 1 year | 23.25 | 15.68 | 148% |
| Returns for 3 years | 46.77 | 47.63 | 98% |
| Returns for 5 years | 68.60 | 36.63 | 187% |
| Returns for 10 years | 190.12 | 159.51 | 119% |
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