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UVALX vs VIVIX
UVALX vs VIVIX Comparison
Open Charts UVALX vs VIVIX
Vanguard Value Index I
Price$67.50
Change+$0.66 (+0.99%)
VolumeN/A
Net Assets188.77B
UVALX vs VIVIX Comparison Chart
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UVALX vs. VIVIX commentary
Jun 07, 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: 189B vs. UVALX (1.27B). VIVIX pays higher dividends than UVALX: VIVIX (2.29) 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 (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 : 6.80 vs. UVALX (-4.11). VIVIX return over 5 years is better than : 58.67 vs. UVALX (43.26).
| 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 | 1.616 | 1.255 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 189B | 1% |
| Annual Yield % from dividends | 1.28 | 2.29 | 56% |
| Returns for 1 year | -4.11 | 6.80 | -60% |
| Returns for 3 years | 6.15 | 18.51 | 33% |
| Returns for 5 years | 43.26 | 58.67 | 74% |
| Returns for 10 years | -1.60 | 102.87 | -2% |
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