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AVUGX vs VVIAX
AVUGX vs VVIAX Comparison
Open Charts AVUGX vs VVIAX
American Century Value R5
Price$7.71
Change-$0.30 (-3.75%)
VolumeN/A
Net Assets2.16B
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
AVUGX vs VVIAX Comparison Chart
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AVUGX vs. VVIAX 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. AVUGX (2.16B). VVIAX pays higher dividends than AVUGX: VVIAX (2.26) vs AVUGX (2.07). AVUGX was incepted earlier than VVIAX: AVUGX (8 years) vs VVIAX (24 years). AVUGX (0.82) is less costly to investors than VVIAX (0.05). AVUGX is a more actively managed with annual turnover of: 35.00 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 : 7.67 vs. AVUGX (-0.29). VVIAX return over 5 years is better than : 101.69 vs. AVUGX (54.76).
| AVUGX | VVIAX | AVUGX / VVIAX | |
| Total Expense Ratio | 0.79 | 0.05 | 1,580% |
| Annual Report Gross Expense Ratio | 0.82 | 0.05 | 1,640% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 4.164 | 2.421 | 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 | 2.26 | 91% |
| Returns for 1 year | -0.29 | 7.67 | -4% |
| Returns for 3 years | -6.95 | 17.36 | -40% |
| Returns for 5 years | 54.76 | 101.69 | 54% |
| Returns for 10 years | N/A | 106.86 | - |
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