VGIIX
Price
$85.99
Change
-$0.06 (-0.07%)
Updated
Aug 6 closing price
Net Assets
6.28B
VIVAX
Price
$69.00
Change
-$0.07 (-0.10%)
Updated
Aug 7 closing price
Net Assets
195.81B
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VGIIX vs VIVAX

Header iconVGIIX vs VIVAX Comparison
Open Charts VGIIX vs VIVAXBanner chart's image
JPMorgan US Value I
Price$85.99
Change-$0.06 (-0.07%)
VolumeN/A
Net Assets6.28B
Vanguard Value Index I
Price$69.00
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
VGIIX vs VIVAX Comparison Chart in %
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VGIIX vs. VIVAX 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 VGIIX is a Hold and VIVAX is a Hold.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. VGIIX (6.28B). VIVAX pays higher dividends than VGIIX: VIVAX (2.06) vs VGIIX (1.29). VGIIX was incepted earlier than VIVAX: VGIIX (30 years) vs VIVAX (33 years). VGIIX (0.75) is less costly to investors than VIVAX (0.17). VGIIX is a more actively managed with annual turnover of: 18.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than VGIIX: VIVAX (3000) vs VGIIX (1000000). VIVAX annual gain was more profitable for investors over the last year : 10.52 vs. VGIIX (9.66). VGIIX return over 5 years is better than : 76.43 vs. VIVAX (67.38).
VGIIXVIVAXVGIIX / VIVAX
Total Expense Ratio0.690.17406%
Annual Report Gross Expense Ratio0.750.17441%
Fund Existence30 years33 years-
Gain YTD4.5474.60499%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets6.28B196B3%
Annual Yield % from dividends1.292.0663%
Returns for 1 year9.6610.5292%
Returns for 3 years31.7228.85110%
Returns for 5 years76.4367.38113%
Returns for 10 years102.99109.9694%
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