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UPDDX vs VIVAX
UPDDX vs VIVAX Comparison
Open Charts UPDDX vs VIVAX
Upright Growth & Income
Price$17.20
Change-$0.22 (-1.26%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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UPDDX vs VIVAX Comparison Chart
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UPDDX vs. VIVAX commentary
Sep 21, 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 UPDDX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. UPDDX (2.98M). VIVAX pays higher dividends than UPDDX: VIVAX (2.25) vs UPDDX (0.50). UPDDX was incepted earlier than VIVAX: UPDDX (7 years) vs VIVAX (32 years). VIVAX is a more actively managed with annual turnover of: 10.00 vs. UPDDX (0.00). UPDDX has a lower initial minimum investment than VIVAX: UPDDX (2000) vs VIVAX (3000). UPDDX annual gain was more profitable for investors over the last year : 55.33 vs. VIVAX (23.98). UPDDX return over 5 years is better than : 158.26 vs. VIVAX (55.44).
| UPDDX | VIVAX | UPDDX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 32 years | - |
| Gain YTD | 30.600 | 16.261 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.98M | 183B | 0% |
| Annual Yield % from dividends | 0.50 | 2.25 | 22% |
| Returns for 1 year | 55.33 | 23.98 | 231% |
| Returns for 3 years | 21.43 | 28.28 | 76% |
| Returns for 5 years | 158.26 | 55.44 | 285% |
| Returns for 10 years | N/A | 113.95 | - |