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UVALX vs VVIAX
UVALX vs VVIAX Comparison
Open Charts UVALX vs VVIAX
Vanguard Value Index Adm
Price$72.58
Change-$0.37 (-0.51%)
VolumeN/A
Net Assets207.8B
UVALX vs VVIAX Comparison Chart in %
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UVALX vs. VVIAX commentary
Oct 10, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. UVALX (1.36B). VVIAX pays higher dividends than UVALX: VVIAX (2.08) vs UVALX (1.18). UVALX was incepted earlier than VVIAX: UVALX (24 years) vs VVIAX (25 years). UVALX (0.94) is less costly to investors than VVIAX (0.05). UVALX is a more actively managed with annual turnover of: 42.00 vs. VVIAX (9.00). UVALX (3000) and VVIAX (3000) have matching initial minimum investment requirements. VVIAX annual gain was more profitable for investors over the last year : 6.94 vs. UVALX (-2.16). VVIAX return over 5 years is better than : 72.85 vs. UVALX (55.00).
| UVALX | VVIAX | UVALX / VVIAX | |
| Total Expense Ratio | 0.94 | 0.05 | 1,880% |
| Annual Report Gross Expense Ratio | 0.94 | 0.05 | 1,880% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 11.584 | 10.549 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 208B | 1% |
| Annual Yield % from dividends | 1.18 | 2.08 | 57% |
| Returns for 1 year | -2.16 | 6.94 | -31% |
| Returns for 3 years | 33.97 | 49.59 | 69% |
| Returns for 5 years | 55.00 | 72.85 | 75% |
| Returns for 10 years | 13.94 | 132.50 | 11% |