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UVALX vs VIVAX
UVALX vs VIVAX Comparison
Open Charts UVALX vs VIVAX
Vanguard Value Index I
Price$68.71
Change+$0.48 (+0.70%)
VolumeN/A
Net Assets188.77B
UVALX vs VIVAX Comparison Chart in %
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UVALX vs. VIVAX commentary
Jun 27, 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 (1.29B). 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 : 8.64 vs. UVALX (-2.19). VIVAX return over 5 years is better than : 80.98 vs. UVALX (61.36).
| 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 | 3.287 | 3.312 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 189B | 1% |
| Annual Yield % from dividends | 1.28 | 2.16 | 59% |
| Returns for 1 year | -2.19 | 8.64 | -25% |
| Returns for 3 years | 15.87 | 30.67 | 52% |
| Returns for 5 years | 61.36 | 80.98 | 76% |
| Returns for 10 years | 0.80 | 110.43 | 1% |
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