VGRTX
Price
$83.73
Change
+$0.01 (+0.01%)
Updated
Aug 28 closing price
Net Assets
6.4B
VIVAX
Price
$71.45
Change
+$0.01 (+0.01%)
Updated
Aug 28 closing price
Net Assets
195.81B
Interact to see
Advertisement

VGRTX vs VIVAX

Header iconVGRTX vs VIVAX Comparison
Open Charts VGRTX vs VIVAXBanner chart's image
JPMorgan US Value R2
Price$83.73
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets6.4B
Vanguard Value Index I
Price$71.45
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets195.81B
VGRTX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VGRTX vs. VIVAX commentary
Aug 29, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. VGRTX (6.4B). 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 : 7.44 vs. VGRTX (7.04). VGRTX return over 5 years is better than : 73.66 vs. VIVAX (69.16).
VGRTXVIVAXVGRTX / VIVAX
Total Expense Ratio1.190.17700%
Annual Report Gross Expense Ratio1.250.17735%
Fund Existence10 years33 years-
Gain YTD8.2038.193100%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.4B196B3%
Annual Yield % from dividends0.902.0644%
Returns for 1 year7.047.4495%
Returns for 3 years35.3833.52106%
Returns for 5 years73.6669.16107%
Returns for 10 yearsN/A131.56-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
APDSX37.110.22
+0.60%
Artisan Small Cap Advisor
FCISX2.52N/A
N/A
Franklin Income C
GCBLX36.34N/A
N/A
Green Century Balanced
INSLX43.20N/A
N/A
Invesco International Small-Mid Com R5
BTECX15.34N/A
N/A
Baron Technology Institutional