Interact to see
Advertisement
Advertisement
AVLIX vs VVIAX
AVLIX vs VVIAX Comparison
Open Charts AVLIX vs VVIAX
AVLIX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AVLIX vs. VVIAX commentary
Sep 04, 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 AVLIX is a Buy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 256B vs. AVLIX (1.97B). VVIAX pays higher dividends than AVLIX: VVIAX (1.81) vs AVLIX (1.46). AVLIX was incepted earlier than VVIAX: AVLIX (29 years) vs VVIAX (26 years). AVLIX (0.78) is less costly to investors than VVIAX (0.05). AVLIX is a more actively managed with annual turnover of: 55.00 vs. VVIAX (8.00). VVIAX has a lower initial minimum investment than AVLIX: VVIAX (3000) vs AVLIX (5000000). VVIAX annual gain was more profitable for investors over the last year : 24.09 vs. AVLIX (14.55). VVIAX return over 5 years is better than : 59.35 vs. AVLIX (8.25).
| AVLIX | VVIAX | AVLIX / VVIAX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 0.78 | 0.05 | 1,560% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 18.712 | 17.998 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 256B | 1% |
| Annual Yield % from dividends | 1.46 | 1.81 | 81% |
| Returns for 1 year | 14.55 | 24.09 | 60% |
| Returns for 3 years | 28.09 | 56.92 | 49% |
| Returns for 5 years | 8.25 | 59.35 | 14% |
| Returns for 10 years | 37.02 | 156.14 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers