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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
Sep 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 225B vs. AVERX (138M). VIMAX pays higher dividends than AVERX: VIMAX (1.29) vs AVERX (0.32). 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 : 27.63 vs. VIMAX (13.66). AVERX return over 5 years is better than : 81.32 vs. VIMAX (32.15).
| 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 | 24.704 | 12.579 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138M | 225B | 0% |
| Annual Yield % from dividends | 0.32 | 1.29 | 25% |
| Returns for 1 year | 27.63 | 13.66 | 202% |
| Returns for 3 years | 45.25 | 48.77 | 93% |
| Returns for 5 years | 81.32 | 32.15 | 253% |
| Returns for 10 years | 200.42 | 155.39 | 129% |
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