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UVALX vs VVIAX
UVALX vs VVIAX Comparison
Open Charts UVALX vs VVIAX
Vanguard Value Index Adm
Price$72.03
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
UVALX vs VVIAX Comparison Chart in %
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UVALX vs. VVIAX commentary
Nov 20, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. UVALX (1.34B). VVIAX pays higher dividends than UVALX: VVIAX (2.09) vs UVALX (1.18). UVALX was incepted earlier than VVIAX: UVALX (24 years) vs VVIAX (25 years). UVALX (0.95) is less costly to investors than VVIAX (0.05). UVALX is a more actively managed with annual turnover of: 50.00 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 : 5.07 vs. UVALX (-3.84). VVIAX return over 5 years is better than : 62.97 vs. UVALX (44.89).
| UVALX | VVIAX | UVALX / VVIAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 0.95 | 0.05 | 1,900% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 11.045 | 9.352 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 208B | 1% |
| Annual Yield % from dividends | 1.18 | 2.09 | 57% |
| Returns for 1 year | -3.84 | 5.07 | -76% |
| Returns for 3 years | 21.19 | 30.25 | 70% |
| Returns for 5 years | 44.89 | 62.97 | 71% |
| Returns for 10 years | 11.24 | 123.10 | 9% |
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