Ad is loading...
Ad is loading...
UVALX vs VIVIX
UVALX vs VIVIX Comparison
Open Charts UVALX vs VIVIX
Vanguard Value Index I
Price$68.70
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
UVALX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UVALX vs. VIVIX commentary
Nov 18, 2024
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 StrongSell and VIVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. UVALX (1.34B). VIVIX pays higher dividends than UVALX: VIVIX (2.37) vs UVALX (1.10). UVALX was incepted earlier than VIVIX: UVALX (23 years) vs VIVIX (26 years). UVALX is a more actively managed with annual turnover of: 69.00 vs. VIVIX (10.00). UVALX has a lower initial minimum investment than VIVIX: UVALX (3000) vs VIVIX (5000000). UVALX annual gain was more profitable for investors over the last year : 27.98 vs. VIVIX (25.54). VIVIX return over 5 years is better than : 50.79 vs. UVALX (14.82).
| UVALX | VIVIX | UVALX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 19.058 | 17.922 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 184B | 1% |
| Annual Yield % from dividends | 1.10 | 2.37 | 47% |
| Returns for 1 year | 27.98 | 25.54 | 110% |
| Returns for 3 years | 16.07 | 21.57 | 74% |
| Returns for 5 years | 14.82 | 50.79 | 29% |
| Returns for 10 years | 10.44 | 110.50 | 9% |
View a ticker or compare two or three
VS
VS
Ad is loading...