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VGRTX vs VIVAX
VGRTX vs VIVAX Comparison
Open Charts VGRTX vs VIVAX
Vanguard Value Index I
Price$65.59
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
VGRTX vs VIVAX Comparison Chart
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VGRTX vs. VIVAX commentary
May 11, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. VGRTX (6.05B). VIVAX pays higher dividends than VGRTX: VIVAX (2.22) vs VGRTX (0.96). 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 : 4.58 vs. VGRTX (3.03). VGRTX return over 5 years is better than : 82.11 vs. VIVAX (72.65).
| 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 | -0.737 | -0.685 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.05B | 184B | 3% |
| Annual Yield % from dividends | 0.96 | 2.22 | 43% |
| Returns for 1 year | 3.03 | 4.58 | 66% |
| Returns for 3 years | 25.86 | 21.42 | 121% |
| Returns for 5 years | 82.11 | 72.65 | 113% |
| Returns for 10 years | N/A | 97.37 | - |
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