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UVALX vs VIVIX
UVALX vs VIVIX Comparison
Open Charts UVALX vs VIVIX
Vanguard Value Index I
Price$69.38
Change+$0.35 (+0.51%)
VolumeN/A
Net Assets195.18B
UVALX vs VIVIX Comparison Chart in %
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UVALX vs. VIVIX commentary
Jul 18, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. UVALX (1.31B). VIVIX pays higher dividends than UVALX: VIVIX (2.19) vs UVALX (1.24). UVALX was incepted earlier than VIVIX: UVALX (24 years) vs VIVIX (27 years). UVALX (0.94) is less costly to investors than VIVIX (0.04). UVALX is a more actively managed with annual turnover of: 42.00 vs. VIVIX (9.00). UVALX has a lower initial minimum investment than VIVIX: UVALX (3000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 5.70 vs. UVALX (-4.37). VIVIX return over 5 years is better than : 71.03 vs. UVALX (54.38).
| UVALX | VIVIX | UVALX / VIVIX | |
| Total Expense Ratio | 0.94 | 0.04 | 2,350% |
| Annual Report Gross Expense Ratio | 0.94 | 0.04 | 2,350% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 5.603 | 4.593 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 195B | 1% |
| Annual Yield % from dividends | 1.24 | 2.19 | 57% |
| Returns for 1 year | -4.37 | 5.70 | -77% |
| Returns for 3 years | 21.00 | 35.08 | 60% |
| Returns for 5 years | 54.38 | 71.03 | 77% |
| Returns for 10 years | 2.16 | 108.36 | 2% |
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