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VGRTX vs VIVAX
VGRTX vs VIVAX Comparison
Open Charts VGRTX vs VIVAX
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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VGRTX vs VIVAX Comparison Chart
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VGRTX vs. VIVAX 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 VGRTX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. VGRTX (6.16B). VIVAX pays higher dividends than VGRTX: VIVAX (2.25) vs VGRTX (1.03). VGRTX was incepted earlier than VIVAX: VGRTX (9 years) vs VIVAX (32 years). VGRTX is a more actively managed with annual turnover of: 59.00 vs. VIVAX (10.00). VGRTX has a lower initial minimum investment than VIVAX: VGRTX (0) vs VIVAX (3000). VIVAX (23.98) and VGRTX (23.93) have marching annual gain over last year. VGRTX return over 5 years is better than : 64.55 vs. VIVAX (55.44).
| VGRTX | VIVAX | VGRTX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 15.660 | 16.261 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 183B | 3% |
| Annual Yield % from dividends | 1.03 | 2.25 | 46% |
| Returns for 1 year | 23.93 | 23.98 | 100% |
| Returns for 3 years | 28.24 | 28.28 | 100% |
| Returns for 5 years | 64.55 | 55.44 | 116% |
| Returns for 10 years | N/A | 113.95 | - |