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VECRX vs VVIAX
VECRX vs VVIAX Comparison
Open Charts VECRX vs VVIAX
Virtus KAR Equity Income R6
Price$21.27
Change-$0.10 (-0.47%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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VECRX vs VVIAX Comparison Chart
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VECRX vs. VVIAX commentary
Sep 21, 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 VECRX is a StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. VECRX (128M). VECRX pays higher dividends than VVIAX: VECRX (2.96) vs VVIAX (2.36). VECRX was incepted earlier than VVIAX: VECRX (7 years) vs VVIAX (24 years). VECRX is a more actively managed with annual turnover of: 27.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than VECRX: VVIAX (3000) vs VECRX (2500000). VVIAX annual gain was more profitable for investors over the last year : 24.02 vs. VECRX (20.04). VVIAX return over 5 years is better than : 55.46 vs. VECRX (14.94).
| VECRX | VVIAX | VECRX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 12.719 | 16.303 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 183B | 0% |
| Annual Yield % from dividends | 2.96 | 2.36 | 125% |
| Returns for 1 year | 20.04 | 24.02 | 83% |
| Returns for 3 years | 13.71 | 28.29 | 48% |
| Returns for 5 years | 14.94 | 55.46 | 27% |
| Returns for 10 years | N/A | 114.04 | - |