Interact to see
Advertisement
Advertisement
UVALX vs VIVAX
UVALX vs VIVAX Comparison
Open Charts UVALX vs VIVAX
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
UVALX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UVALX vs. VIVAX commentary
Jun 07, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. UVALX (1.27B). VIVAX pays higher dividends than UVALX: VIVAX (2.16) vs UVALX (1.28). UVALX was incepted earlier than VIVAX: UVALX (24 years) vs VIVAX (33 years). UVALX (0.94) is less costly to investors than VIVAX (0.17). UVALX is a more actively managed with annual turnover of: 42.00 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 : 6.81 vs. UVALX (-4.11). VIVAX return over 5 years is better than : 58.70 vs. UVALX (43.26).
| UVALX | VIVAX | UVALX / VIVAX | |
| Total Expense Ratio | 0.94 | 0.17 | 553% |
| Annual Report Gross Expense Ratio | 0.94 | 0.17 | 553% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 1.616 | 1.238 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 189B | 1% |
| Annual Yield % from dividends | 1.28 | 2.16 | 59% |
| Returns for 1 year | -4.11 | 6.81 | -60% |
| Returns for 3 years | 6.15 | 18.51 | 33% |
| Returns for 5 years | 43.26 | 58.70 | 74% |
| Returns for 10 years | -1.60 | 102.90 | -2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement