Interact to see
Advertisement
Advertisement
VAAGX vs VIVAX
VAAGX vs VIVAX Comparison
Open Charts VAAGX vs VIVAX
Virtus NFJ Large-Cap Value R6
Price$27.73
Change-$0.40 (-1.42%)
VolumeN/A
Net Assets271.66M
Vanguard Value Index I
Price$68.50
Change-$0.59 (-0.85%)
VolumeN/A
Net Assets195.18B
VAAGX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. VAAGX (272M). VIVAX pays higher dividends than VAAGX: VIVAX (2.06) vs VAAGX (1.69). VAAGX was incepted earlier than VIVAX: VAAGX (4 years) vs VIVAX (33 years). VAAGX (0.66) is less costly to investors than VIVAX (0.17). VAAGX is a more actively managed with annual turnover of: 56.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than VAAGX: VIVAX (3000) vs VAAGX (2500000). VIVAX annual gain was more profitable for investors over the last year : 5.69 vs. VAAGX (1.80).
| VAAGX | VIVAX | VAAGX / VIVAX | |
| Total Expense Ratio | 0.65 | 0.17 | 382% |
| Annual Report Gross Expense Ratio | 0.66 | 0.17 | 388% |
| Fund Existence | 4 years | 33 years | - |
| Gain YTD | 2.304 | 3.740 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 195B | 0% |
| Annual Yield % from dividends | 1.69 | 2.06 | 82% |
| Returns for 1 year | 1.80 | 5.69 | 32% |
| Returns for 3 years | -4.54 | 28.41 | -16% |
| Returns for 5 years | N/A | 70.37 | - |
| Returns for 10 years | N/A | 110.27 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement