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FVALX vs VIVAX
FVALX vs VIVAX Comparison
Open Charts FVALX vs VIVAX
Vanguard Value Index I
Price$66.30
Change-$0.14 (-0.21%)
VolumeN/A
CapitalizationN/A
FVALX vs VIVAX Comparison Chart
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FVALX vs. VIVAX commentary
Dec 24, 2024
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 FVALX is a Sell and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. FVALX (2.96M). FVALX pays higher dividends than VIVAX: FVALX (3.12) vs VIVAX (2.25). FVALX was incepted earlier than VIVAX: FVALX (25 years) vs VIVAX (32 years). FVALX is a more actively managed with annual turnover of: 117.75 vs. VIVAX (10.00). FVALX has a lower initial minimum investment than VIVAX: FVALX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 15.15 vs. FVALX (3.67). VIVAX return over 5 years is better than : 41.35 vs. FVALX (-47.39).
| FVALX | VIVAX | FVALX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 3.213 | 14.000 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.96M | 195B | 0% |
| Annual Yield % from dividends | 3.12 | 2.25 | 139% |
| Returns for 1 year | 3.67 | 15.15 | 24% |
| Returns for 3 years | 1.02 | 18.25 | 6% |
| Returns for 5 years | -47.39 | 41.35 | -115% |
| Returns for 10 years | -52.42 | 99.53 | -53% |
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