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VALAX vs VIVIX
VALAX vs VIVIX Comparison
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VALAX vs VIVIX Comparison Chart in %
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VALAX vs. VIVIX commentary
Oct 07, 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 VALAX is a Hold and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. VALAX (72.3M). VIVIX pays higher dividends than VALAX: VIVIX (2.09) vs VALAX (1.14). VALAX was incepted earlier than VIVIX: VALAX (19 years) vs VIVIX (27 years). VALAX (1.47) is less costly to investors than VIVIX (0.04). VIVIX is a more actively managed with annual turnover of: 9.00 vs. VALAX (1.65). VALAX has a lower initial minimum investment than VIVIX: VALAX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.51 vs. VALAX (6.65). VIVIX return over 5 years is better than : 75.65 vs. VALAX (38.95).
| VALAX | VIVIX | VALAX / VIVIX | |
| Total Expense Ratio | 1.24 | 0.04 | 3,100% |
| Annual Report Gross Expense Ratio | 1.47 | 0.04 | 3,675% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 17.652 | 10.869 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.3M | 208B | 0% |
| Annual Yield % from dividends | 1.14 | 2.09 | 55% |
| Returns for 1 year | 6.65 | 7.51 | 88% |
| Returns for 3 years | 36.52 | 49.27 | 74% |
| Returns for 5 years | 38.95 | 75.65 | 51% |
| Returns for 10 years | 42.91 | 133.14 | 32% |
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