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UVALX vs VVIAX
UVALX vs VVIAX Comparison
Open Charts UVALX vs VVIAX
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
UVALX vs VVIAX Comparison Chart
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UVALX vs. VVIAX commentary
Nov 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 StrongSell and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. UVALX (1.34B). 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 annual gain was more profitable for investors over the last year : 27.98 vs. VVIAX (25.54). VVIAX return over 5 years is better than : 50.78 vs. UVALX (14.82).
| 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 | 19.058 | 17.922 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 184B | 1% |
| Annual Yield % from dividends | 1.10 | 2.36 | 47% |
| Returns for 1 year | 27.98 | 25.54 | 110% |
| Returns for 3 years | 16.07 | 21.55 | 75% |
| Returns for 5 years | 14.82 | 50.78 | 29% |
| Returns for 10 years | 10.44 | 110.49 | 9% |
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