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UVALX vs VIVIX
UVALX vs VIVIX Comparison
Open Charts UVALX vs VIVIX
Vanguard Value Index I
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
UVALX vs VIVIX Comparison Chart
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UVALX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. UVALX (1.21B). VIVIX pays higher dividends than UVALX: VIVIX (2.27) vs UVALX (1.28). 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 (10.00). 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 : 3.40 vs. UVALX (-7.81). VIVIX return over 5 years is better than : 69.91 vs. UVALX (55.40).
| 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 | -3.825 | -3.411 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 191B | 1% |
| Annual Yield % from dividends | 1.28 | 2.27 | 56% |
| Returns for 1 year | -7.81 | 3.40 | -230% |
| Returns for 3 years | 1.07 | 12.73 | 8% |
| Returns for 5 years | 55.40 | 69.91 | 79% |
| Returns for 10 years | -6.91 | 92.47 | -7% |
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