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UVALX vs VIVAX
UVALX vs VIVAX Comparison
Open Charts UVALX vs VIVAX
Vanguard Value Index I
Price$64.41
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
UVALX vs VIVAX Comparison Chart
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UVALX vs. VIVAX commentary
Apr 25, 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: 191B vs. UVALX (1.21B). VIVAX pays higher dividends than UVALX: VIVAX (2.14) 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 (10.00). UVALX (3000) and VIVAX (3000) have matching initial minimum investment requirements. VIVAX annual gain was more profitable for investors over the last year : 3.39 vs. UVALX (-7.81). VIVAX return over 5 years is better than : 69.89 vs. UVALX (55.40).
| 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 | -3.825 | -3.426 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 191B | 1% |
| Annual Yield % from dividends | 1.28 | 2.14 | 60% |
| Returns for 1 year | -7.81 | 3.39 | -230% |
| Returns for 3 years | 1.07 | 12.71 | 8% |
| Returns for 5 years | 55.40 | 69.89 | 79% |
| Returns for 10 years | -6.91 | 92.45 | -7% |
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