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VGRTX vs VIVAX
VGRTX vs VIVAX Comparison
Open Charts VGRTX vs VIVAX
Vanguard Value Index I
Price$69.07
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.81B
VGRTX vs VIVAX Comparison Chart in %
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VGRTX vs. VIVAX commentary
Aug 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 VGRTX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. VGRTX (6.28B). VIVAX pays higher dividends than VGRTX: VIVAX (2.06) vs VGRTX (0.90). VGRTX was incepted earlier than VIVAX: VGRTX (10 years) vs VIVAX (33 years). VGRTX (1.25) is less costly to investors than VIVAX (0.17). VGRTX is a more actively managed with annual turnover of: 18.00 vs. VIVAX (9.00). VGRTX has a lower initial minimum investment than VIVAX: VGRTX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 9.98 vs. VGRTX (9.01). VGRTX return over 5 years is better than : 72.29 vs. VIVAX (67.53).
| VGRTX | VIVAX | VGRTX / VIVAX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.25 | 0.17 | 735% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 4.249 | 4.695 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.28B | 196B | 3% |
| Annual Yield % from dividends | 0.90 | 2.06 | 44% |
| Returns for 1 year | 9.01 | 9.98 | 90% |
| Returns for 3 years | 29.88 | 29.11 | 103% |
| Returns for 5 years | 72.29 | 67.53 | 107% |
| Returns for 10 years | N/A | 113.05 | - |
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