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VIVAX vs VSPVX
VIVAX vs VSPVX Comparison
Open Charts VIVAX vs VSPVX
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
Vanguard S&P 500 Value Index Instl
Price$388.56
Change-$16.83 (-4.15%)
VolumeN/A
Net Assets5.71B
VIVAX vs VSPVX Comparison Chart
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VIVAX vs. VSPVX commentary
Apr 04, 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 VIVAX is a Hold and VSPVX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. VSPVX (5.71B). VSPVX (2.16) and VIVAX (2.14) have matching dividends . VIVAX was incepted earlier than VSPVX: VIVAX (32 years) vs VSPVX (10 years). VIVAX (0.17) is less costly to investors than VSPVX (0.05). VSPVX is a more actively managed with annual turnover of: 30.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than VSPVX: VIVAX (3000) vs VSPVX (5000000). VIVAX annual gain was more profitable for investors over the last year : 7.66 vs. VSPVX (3.92). VSPVX (106.37) and VIVAX (101.66) have equivalent 5 years return.
| VIVAX | VSPVX | VIVAX / VSPVX | |
| Total Expense Ratio | 0.17 | 0.05 | 340% |
| Annual Report Gross Expense Ratio | 0.17 | 0.05 | 340% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 2.419 | 0.215 | 1,127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195B | 5.71B | 3,414% |
| Annual Yield % from dividends | 2.14 | 2.16 | 99% |
| Returns for 1 year | 7.66 | 3.92 | 196% |
| Returns for 3 years | 17.34 | 22.50 | 77% |
| Returns for 5 years | 101.66 | 106.37 | 96% |
| Returns for 10 years | 106.90 | 106.12 | 101% |
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