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UVALX vs VIVAX
UVALX vs VIVAX Comparison
Open Charts UVALX vs VIVAX
Vanguard Value Index I
Price$72.04
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
UVALX vs VIVAX Comparison Chart in %
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UVALX vs. VIVAX commentary
Nov 20, 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 UVALX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. UVALX (1.34B). VIVAX pays higher dividends than UVALX: VIVAX (1.98) vs UVALX (1.18). UVALX was incepted earlier than VIVAX: UVALX (24 years) vs VIVAX (33 years). UVALX (0.95) is less costly to investors than VIVAX (0.17). UVALX is a more actively managed with annual turnover of: 50.00 vs. VIVAX (9.00). UVALX (3000) and VIVAX (3000) have matching initial minimum investment requirements. VIVAX annual gain was more profitable for investors over the last year : 5.05 vs. UVALX (-3.84). VIVAX return over 5 years is better than : 62.93 vs. UVALX (44.89).
| UVALX | VIVAX | UVALX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 11.045 | 9.329 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 208B | 1% |
| Annual Yield % from dividends | 1.18 | 1.98 | 60% |
| Returns for 1 year | -3.84 | 5.05 | -76% |
| Returns for 3 years | 21.19 | 30.23 | 70% |
| Returns for 5 years | 44.89 | 62.93 | 71% |
| Returns for 10 years | 11.24 | 123.10 | 9% |
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