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GUSOX vs VIVAX
GUSOX vs VIVAX Comparison
Open Charts GUSOX vs VIVAX
GMO U.S. Opportunistic Value IV
Price$20.44
Change-$0.05 (-0.24%)
VolumeN/A
Net Assets305.78M
Vanguard Value Index I
Price$69.00
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
GUSOX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. GUSOX (306M). GUSOX pays higher dividends than VIVAX: GUSOX (3.19) vs VIVAX (2.06). GUSOX was incepted earlier than VIVAX: GUSOX (2 years) vs VIVAX (33 years). GUSOX (0.47) is less costly to investors than VIVAX (0.17). GUSOX is a more actively managed with annual turnover of: 65.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than GUSOX: VIVAX (3000) vs GUSOX (125000000). VIVAX annual gain was more profitable for investors over the last year : 10.52 vs. GUSOX (-4.09).
| GUSOX | VIVAX | GUSOX / VIVAX | |
| Total Expense Ratio | 0.43 | 0.17 | 253% |
| Annual Report Gross Expense Ratio | 0.47 | 0.17 | 276% |
| Fund Existence | 2 years | 33 years | - |
| Gain YTD | -2.968 | 4.604 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 125000000 | 3000 | 4,166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 196B | 0% |
| Annual Yield % from dividends | 3.19 | 2.06 | 155% |
| Returns for 1 year | -4.09 | 10.52 | -39% |
| Returns for 3 years | N/A | 28.85 | - |
| Returns for 5 years | N/A | 67.38 | - |
| Returns for 10 years | N/A | 109.96 | - |