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UVALX vs VVIAX
UVALX vs VVIAX Comparison
Open Charts UVALX vs VVIAX
Vanguard Value Index Adm
Price$69.28
Change-$0.08 (-0.12%)
VolumeN/A
CapitalizationN/A
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UVALX vs VVIAX Comparison Chart
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UVALX vs. VVIAX commentary
Oct 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 186B vs. UVALX (1.35B). VVIAX pays higher dividends than UVALX: VVIAX (2.36) vs UVALX (1.10). UVALX was incepted earlier than VVIAX: UVALX (23 years) vs VVIAX (24 years). UVALX is a more actively managed with annual turnover of: 69.00 vs. VVIAX (10.00). UVALX (3000) and VVIAX (3000) have matching initial minimum investment requirements. UVALX (28.54) and VVIAX (27.96) have marching annual gain over last year. VVIAX return over 5 years is better than : 59.57 vs. UVALX (19.94).
| UVALX | VVIAX | UVALX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 19.441 | 19.054 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 186B | 1% |
| Annual Yield % from dividends | 1.10 | 2.36 | 47% |
| Returns for 1 year | 28.54 | 27.96 | 102% |
| Returns for 3 years | 18.70 | 26.40 | 71% |
| Returns for 5 years | 19.94 | 59.57 | 33% |
| Returns for 10 years | 20.44 | 130.60 | 16% |
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