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AVUGX vs VVIAX
AVUGX vs VVIAX Comparison
Open Charts AVUGX vs VVIAX
American Century Value R5
Price$8.08
Change-$0.04 (-0.49%)
VolumeN/A
Net Assets2.19B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
AVUGX vs VVIAX Comparison Chart
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AVUGX vs. VVIAX commentary
Feb 23, 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: 193B vs. AVUGX (2.19B). 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 : 13.46 vs. AVUGX (3.72). VVIAX return over 5 years is better than : 47.22 vs. AVUGX (8.81).
| 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 | 4.663 | 4.164 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 193B | 1% |
| Annual Yield % from dividends | 2.16 | 2.36 | 92% |
| Returns for 1 year | 3.72 | 13.46 | 28% |
| Returns for 3 years | -3.78 | 23.94 | -16% |
| Returns for 5 years | 8.81 | 47.22 | 19% |
| Returns for 10 years | N/A | 105.55 | - |
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