Interact to see
Advertisement
Advertisement
AVERX vs VIMSX
AVERX vs VIMSX Comparison
Open Charts AVERX vs VIMSX
AVERX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AVERX vs. VIMSX 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 225B vs. AVERX (131M). VIMSX pays higher dividends than AVERX: VIMSX (1.20) vs AVERX (0.34). AVERX was incepted earlier than VIMSX: AVERX (43 years) vs VIMSX (28 years). AVERX (1.13) is less costly to investors than VIMSX (0.17). AVERX is a more actively managed with annual turnover of: 57.00 vs. VIMSX (16.00). AVERX has a lower initial minimum investment than VIMSX: AVERX (2500) vs VIMSX (3000). AVERX annual gain was more profitable for investors over the last year : 23.25 vs. VIMSX (16.53). AVERX return over 5 years is better than : 68.60 vs. VIMSX (37.49).
| AVERX | VIMSX | AVERX / VIMSX | |
| Total Expense Ratio | 1.05 | 0.17 | 618% |
| Annual Report Gross Expense Ratio | 1.13 | 0.17 | 665% |
| Fund Existence | 43 years | 28 years | - |
| Gain YTD | 20.226 | 14.087 | 144% |
| 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 | 1.20 | 28% |
| Returns for 1 year | 23.25 | 16.53 | 141% |
| Returns for 3 years | 46.77 | 49.71 | 94% |
| Returns for 5 years | 68.60 | 37.49 | 183% |
| Returns for 10 years | 190.12 | 161.24 | 118% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TRSEX | 23.05 | 0.32 | +1.41% |
| Nuveen Quant Small Cap Equity Ret | |||
| FSPSX | 69.82 | 0.74 | +1.07% |
| Fidelity International Index | |||
| IRCZX | 15.82 | 0.14 | +0.89% |
| AB International Small Cap Z | |||
| GSLAX | 18.84 | 0.11 | +0.59% |
| Goldman Sachs Large Cap Value A | |||
| WCERX | 10.31 | 0.04 | +0.39% |
| Virtus Westchester Event-Driven Fd A | |||