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AVLIX vs VVIAX
AVLIX vs VVIAX Comparison
Open Charts AVLIX vs VVIAX
Vanguard Value Index Adm
Price$63.92
Change+$3.93 (+6.55%)
VolumeN/A
Net Assets190.51B
AVLIX vs VVIAX Comparison Chart
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AVLIX vs. VVIAX commentary
Apr 11, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. AVLIX (1.91B). VVIAX pays higher dividends than AVLIX: VVIAX (2.26) vs AVLIX (2.06). AVLIX was incepted earlier than VVIAX: AVLIX (28 years) vs VVIAX (24 years). AVLIX (0.82) is less costly to investors than VVIAX (0.05). AVLIX is a more actively managed with annual turnover of: 35.00 vs. VVIAX (10.00). 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 : -4.28 vs. AVLIX (-11.60). VVIAX return over 5 years is better than : 58.34 vs. AVLIX (20.96).
| AVLIX | VVIAX | AVLIX / VVIAX | |
| Total Expense Ratio | 0.79 | 0.05 | 1,580% |
| Annual Report Gross Expense Ratio | 0.82 | 0.05 | 1,640% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -7.660 | -9.136 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 191B | 1% |
| Annual Yield % from dividends | 2.06 | 2.26 | 91% |
| Returns for 1 year | -11.60 | -4.28 | 271% |
| Returns for 3 years | -17.85 | 3.06 | -583% |
| Returns for 5 years | 20.96 | 58.34 | 36% |
| Returns for 10 years | -2.31 | 81.52 | -3% |