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DVRUX vs VIVAX
DVRUX vs VIVAX Comparison
Open Charts DVRUX vs VIVAX
UBS US Dividend Ruler P
Price$18.42
Change-$0.10 (-0.54%)
VolumeN/A
Net Assets289.9M
Vanguard Value Index I
Price$72.18
Change-$0.35 (-0.48%)
VolumeN/A
Net Assets202.84B
DVRUX vs VIVAX Comparison Chart in %
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DVRUX vs. VIVAX commentary
Sep 27, 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 DVRUX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. DVRUX (290M). VIVAX pays higher dividends than DVRUX: VIVAX (1.99) vs DVRUX (1.24). DVRUX was incepted earlier than VIVAX: DVRUX (5 years) vs VIVAX (33 years). DVRUX (0.86) is less costly to investors than VIVAX (0.17). DVRUX is a more actively managed with annual turnover of: 26.00 vs. VIVAX (9.00). DVRUX has a lower initial minimum investment than VIVAX: DVRUX (1000) vs VIVAX (3000). DVRUX annual gain was more profitable for investors over the last year : 13.98 vs. VIVAX (7.36). DVRUX return over 5 years is better than : 92.02 vs. VIVAX (81.15).
| DVRUX | VIVAX | DVRUX / VIVAX | |
| Total Expense Ratio | 0.50 | 0.17 | 294% |
| Annual Report Gross Expense Ratio | 0.86 | 0.17 | 506% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 17.289 | 9.844 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 203B | 0% |
| Annual Yield % from dividends | 1.24 | 1.99 | 62% |
| Returns for 1 year | 13.98 | 7.36 | 190% |
| Returns for 3 years | 71.56 | 49.09 | 146% |
| Returns for 5 years | 92.02 | 81.15 | 113% |
| Returns for 10 years | N/A | 147.75 | - |
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