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UVALX vs VIVAX
UVALX vs VIVAX Comparison
Open Charts UVALX vs VIVAX
UVALX vs VIVAX Comparison Chart in %
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UVALX vs. VIVAX commentary
Oct 10, 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: 208B vs. UVALX (1.36B). VIVAX pays higher dividends than UVALX: VIVAX (1.97) vs UVALX (1.18). 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 : 6.94 vs. UVALX (-2.16). VIVAX return over 5 years is better than : 72.81 vs. UVALX (55.00).
| 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 | 11.584 | 10.556 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 208B | 1% |
| Annual Yield % from dividends | 1.18 | 1.97 | 60% |
| Returns for 1 year | -2.16 | 6.94 | -31% |
| Returns for 3 years | 33.97 | 49.60 | 68% |
| Returns for 5 years | 55.00 | 72.81 | 76% |
| Returns for 10 years | 13.94 | 132.56 | 11% |
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