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DVRPX vs VIVAX
DVRPX vs VIVAX Comparison
Open Charts DVRPX vs VIVAX
UBS US Dividend Ruler P2
Price$17.71
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets275.89M
Vanguard Value Index I
Price$69.42
Change+$0.42 (+0.61%)
VolumeN/A
Net Assets195.81B
DVRPX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. DVRPX (276M). VIVAX pays higher dividends than DVRPX: VIVAX (2.06) vs DVRPX (1.24). DVRPX was incepted earlier than VIVAX: DVRPX (2 years) vs VIVAX (33 years). DVRPX (0.84) is less costly to investors than VIVAX (0.17). DVRPX is a more actively managed with annual turnover of: 26.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than DVRPX: VIVAX (3000) vs DVRPX (25000000). DVRPX annual gain was more profitable for investors over the last year : 17.84 vs. VIVAX (9.20).
| DVRPX | VIVAX | DVRPX / VIVAX | |
| Total Expense Ratio | 0.15 | 0.17 | 88% |
| Annual Report Gross Expense Ratio | 0.84 | 0.17 | 494% |
| Fund Existence | 2 years | 33 years | - |
| Gain YTD | 12.018 | 5.134 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 196B | 0% |
| Annual Yield % from dividends | 1.24 | 2.06 | 60% |
| Returns for 1 year | 17.84 | 9.20 | 194% |
| Returns for 3 years | N/A | 29.29 | - |
| Returns for 5 years | N/A | 68.23 | - |
| Returns for 10 years | N/A | 113.03 | - |