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TWEAX vs VIVAX
TWEAX vs VIVAX Comparison
Open Charts TWEAX vs VIVAX
American Century Equity Income A
Price$8.28
Change+$0.36 (+4.55%)
VolumeN/A
Net Assets6.37B
Vanguard Value Index I
Price$63.95
Change+$3.94 (+6.57%)
VolumeN/A
Net Assets190.51B
TWEAX vs VIVAX Comparison Chart
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TWEAX vs. VIVAX commentary
Apr 11, 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 TWEAX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. TWEAX (6.38B). VIVAX (2.14) and TWEAX (2.08) have matching dividends . TWEAX was incepted earlier than VIVAX: TWEAX (28 years) vs VIVAX (32 years). TWEAX (1.18) is less costly to investors than VIVAX (0.17). TWEAX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (10.00). TWEAX has a lower initial minimum investment than VIVAX: TWEAX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : -4.28 vs. TWEAX (-7.38). VIVAX return over 5 years is better than : 58.34 vs. TWEAX (14.19).
| TWEAX | VIVAX | TWEAX / VIVAX | |
| Total Expense Ratio | 1.18 | 0.17 | 694% |
| Annual Report Gross Expense Ratio | 1.18 | 0.17 | 694% |
| Fund Existence | 28 years | 32 years | - |
| Gain YTD | -4.873 | -9.134 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.38B | 191B | 3% |
| Annual Yield % from dividends | 2.08 | 2.14 | 97% |
| Returns for 1 year | -7.38 | -4.28 | 172% |
| Returns for 3 years | -15.17 | 3.07 | -494% |
| Returns for 5 years | 14.19 | 58.34 | 24% |
| Returns for 10 years | 6.82 | 81.51 | 8% |
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