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FVALX vs VIVIX
FVALX vs VIVIX Comparison
Open Charts FVALX vs VIVIX
Vanguard Value Index I
Price$66.43
Change+$0.77 (+1.17%)
VolumeN/A
CapitalizationN/A
FVALX vs VIVIX Comparison Chart
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FVALX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. FVALX (2.96M). FVALX pays higher dividends than VIVIX: FVALX (3.12) vs VIVIX (2.37). FVALX was incepted earlier than VIVIX: FVALX (25 years) vs VIVIX (26 years). FVALX is a more actively managed with annual turnover of: 117.75 vs. VIVIX (10.00). FVALX has a lower initial minimum investment than VIVIX: FVALX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 15.19 vs. FVALX (3.67). VIVIX return over 5 years is better than : 41.34 vs. FVALX (-47.39).
| FVALX | VIVIX | FVALX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 3.213 | 14.025 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.96M | 195B | 0% |
| Annual Yield % from dividends | 3.12 | 2.37 | 132% |
| Returns for 1 year | 3.67 | 15.19 | 24% |
| Returns for 3 years | 1.02 | 18.24 | 6% |
| Returns for 5 years | -47.39 | 41.34 | -115% |
| Returns for 10 years | -52.42 | 99.58 | -53% |