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FVALX vs VIVIX
FVALX vs VIVIX Comparison
Open Charts FVALX vs VIVIX
FVALX vs VIVIX Comparison Chart in %
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FVALX vs. VIVIX commentary
Sep 12, 2026
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 Buy and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 262B vs. FVALX (3.52M). FVALX pays higher dividends than VIVIX: FVALX (2.04) vs VIVIX (1.82). FVALX was incepted earlier than VIVIX: FVALX (27 years) vs VIVIX (28 years). FVALX (1.27) is less costly to investors than VIVIX (0.03). FVALX is a more actively managed with annual turnover of: 32.04 vs. VIVIX (8.00). 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 : 19.53 vs. FVALX (5.54). VIVIX return over 5 years is better than : 60.72 vs. FVALX (25.47).
| FVALX | VIVIX | FVALX / VIVIX | |
| Total Expense Ratio | 1.27 | 0.03 | 4,233% |
| Annual Report Gross Expense Ratio | 1.27 | 0.03 | 4,233% |
| Fund Existence | 27 years | 28 years | - |
| Gain YTD | 3.859 | 16.387 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52M | 262B | 0% |
| Annual Yield % from dividends | 2.04 | 1.82 | 112% |
| Returns for 1 year | 5.54 | 19.53 | 28% |
| Returns for 3 years | 31.14 | 55.72 | 56% |
| Returns for 5 years | 25.47 | 60.72 | 42% |
| Returns for 10 years | -34.31 | 160.60 | -21% |
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