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AVUGX vs VVIAX
AVUGX vs VVIAX Comparison
Open Charts AVUGX vs VVIAX
American Century Value R5
Price$7.63
Change-$0.18 (-2.30%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
AVUGX vs VVIAX Comparison Chart
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AVUGX vs. VVIAX commentary
Dec 19, 2024
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 StrongSell and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. AVUGX (1.98B). VVIAX pays higher dividends than AVUGX: VVIAX (2.36) vs AVUGX (2.16). AVUGX was incepted earlier than VVIAX: AVUGX (8 years) vs VVIAX (24 years). AVUGX is a more actively managed with annual turnover of: 42.00 vs. VVIAX (10.00). AVUGX has a lower initial minimum investment than VVIAX: AVUGX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.71 vs. AVUGX (-2.23). VVIAX return over 5 years is better than : 40.22 vs. AVUGX (3.35).
| AVUGX | VVIAX | AVUGX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 1.661 | 13.115 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 195B | 1% |
| Annual Yield % from dividends | 2.16 | 2.36 | 92% |
| Returns for 1 year | -2.23 | 12.71 | -18% |
| Returns for 3 years | -14.83 | 17.45 | -85% |
| Returns for 5 years | 3.35 | 40.22 | 8% |
| Returns for 10 years | N/A | 99.66 | - |
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