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AVUGX vs VIVAX
AVUGX vs VIVAX Comparison
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AVUGX vs VIVAX Comparison Chart in %
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AVUGX vs. VIVAX commentary
Sep 13, 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 AVUGX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 262B vs. AVUGX (1.93B). VIVAX pays higher dividends than AVUGX: VIVAX (1.70) vs AVUGX (1.46). AVUGX was incepted earlier than VIVAX: AVUGX (9 years) vs VIVAX (34 years). AVUGX (0.79) is less costly to investors than VIVAX (0.17). AVUGX is a more actively managed with annual turnover of: 55.00 vs. VIVAX (8.00). AVUGX (0) and VIVAX (0) have matching initial minimum investment requirements. VIVAX annual gain was more profitable for investors over the last year : 19.52 vs. AVUGX (12.83). VIVAX return over 5 years is better than : 60.68 vs. AVUGX (9.62).
| AVUGX | VIVAX | AVUGX / VIVAX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.79 | 0.17 | 465% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 17.905 | 16.369 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 262B | 1% |
| Annual Yield % from dividends | 1.46 | 1.70 | 86% |
| Returns for 1 year | 12.83 | 19.52 | 66% |
| Returns for 3 years | 28.03 | 55.69 | 50% |
| Returns for 5 years | 9.62 | 60.68 | 16% |
| Returns for 10 years | N/A | 160.50 | - |
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