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AVLIX vs VIVAX
AVLIX vs VIVAX Comparison
Open Charts AVLIX vs VIVAX
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
AVLIX vs VIVAX Comparison Chart
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AVLIX vs. VIVAX commentary
Jun 15, 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 AVLIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. AVLIX (2.1B). VIVAX (2.16) and AVLIX (2.10) have matching dividends . AVLIX was incepted earlier than VIVAX: AVLIX (28 years) vs VIVAX (33 years). AVLIX (0.82) is less costly to investors than VIVAX (0.17). AVLIX is a more actively managed with annual turnover of: 35.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than AVLIX: VIVAX (3000) vs AVLIX (5000000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. AVLIX (1.30). VIVAX return over 5 years is better than : 72.56 vs. AVLIX (27.31).
| AVLIX | VIVAX | AVLIX / VIVAX | |
| Total Expense Ratio | 0.79 | 0.17 | 465% |
| Annual Report Gross Expense Ratio | 0.82 | 0.17 | 482% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 2.989 | 2.419 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 189B | 1% |
| Annual Yield % from dividends | 2.10 | 2.16 | 97% |
| Returns for 1 year | 1.30 | 8.01 | 16% |
| Returns for 3 years | 2.73 | 32.20 | 8% |
| Returns for 5 years | 27.31 | 72.56 | 38% |
| Returns for 10 years | 9.71 | 103.54 | 9% |
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