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AVUGX vs VIVAX
AVUGX vs VIVAX Comparison
Open Charts AVUGX vs VIVAX
American Century Value R5
Price$7.71
Change-$0.30 (-3.75%)
VolumeN/A
Net Assets2.16B
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
AVUGX vs VIVAX Comparison Chart
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AVUGX vs. VIVAX commentary
Apr 04, 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 AVUGX is a Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. AVUGX (2.16B). VIVAX (2.14) and AVUGX (2.07) have matching dividends . AVUGX was incepted earlier than VIVAX: AVUGX (8 years) vs VIVAX (32 years). AVUGX (0.82) is less costly to investors than VIVAX (0.17). AVUGX is a more actively managed with annual turnover of: 35.00 vs. VIVAX (10.00). AVUGX has a lower initial minimum investment than VIVAX: AVUGX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.66 vs. AVUGX (-0.29). VIVAX return over 5 years is better than : 101.66 vs. AVUGX (54.76).
| AVUGX | VIVAX | AVUGX / VIVAX | |
| Total Expense Ratio | 0.79 | 0.17 | 465% |
| Annual Report Gross Expense Ratio | 0.82 | 0.17 | 482% |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 4.164 | 2.419 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 195B | 1% |
| Annual Yield % from dividends | 2.07 | 2.14 | 96% |
| Returns for 1 year | -0.29 | 7.66 | -4% |
| Returns for 3 years | -6.95 | 17.34 | -40% |
| Returns for 5 years | 54.76 | 101.66 | 54% |
| Returns for 10 years | N/A | 106.90 | - |
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