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UVALX vs VVIAX
UVALX vs VVIAX Comparison
Open Charts UVALX vs VVIAX
Vanguard Value Index Adm
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
UVALX vs VVIAX Comparison Chart in %
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UVALX vs. VVIAX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. UVALX (1.3B). VVIAX pays higher dividends than UVALX: VVIAX (2.18) vs UVALX (1.24). 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 : 10.51 vs. UVALX (-0.31). VVIAX return over 5 years is better than : 67.40 vs. UVALX (48.97).
| 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 | 4.688 | 4.608 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 196B | 1% |
| Annual Yield % from dividends | 1.24 | 2.18 | 57% |
| Returns for 1 year | -0.31 | 10.51 | -3% |
| Returns for 3 years | 14.18 | 28.85 | 49% |
| Returns for 5 years | 48.97 | 67.40 | 73% |
| Returns for 10 years | 1.47 | 109.93 | 1% |
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