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CVFYX vs VIVAX
CVFYX vs VIVAX Comparison
Open Charts CVFYX vs VIVAX
Pioneer Disciplined Value Y
Price$14.78
Change+$0.16 (+1.09%)
VolumeN/A
Net Assets380.33M
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
CVFYX vs VIVAX Comparison Chart
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CVFYX vs. VIVAX commentary
May 09, 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 CVFYX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. CVFYX (380M). CVFYX pays higher dividends than VIVAX: CVFYX (2.64) vs VIVAX (2.22). CVFYX was incepted earlier than VIVAX: CVFYX (17 years) vs VIVAX (33 years). CVFYX (0.61) is less costly to investors than VIVAX (0.17). CVFYX is a more actively managed with annual turnover of: 111.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than CVFYX: VIVAX (3000) vs CVFYX (5000000). VIVAX annual gain was more profitable for investors over the last year : 5.12 vs. CVFYX (3.51). VIVAX return over 5 years is better than : 72.17 vs. CVFYX (28.76).
| CVFYX | VIVAX | CVFYX / VIVAX | |
| Total Expense Ratio | 0.45 | 0.17 | 265% |
| Annual Report Gross Expense Ratio | 0.61 | 0.17 | 359% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -1.615 | -0.958 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 184B | 0% |
| Annual Yield % from dividends | 2.64 | 2.22 | 119% |
| Returns for 1 year | 3.51 | 5.12 | 69% |
| Returns for 3 years | 4.14 | 20.66 | 20% |
| Returns for 5 years | 28.76 | 72.17 | 40% |
| Returns for 10 years | -5.16 | 96.24 | -5% |
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