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VIVAX vs VWNFX
VIVAX vs VWNFX Comparison
Open Charts VIVAX vs VWNFX
Vanguard Value Index I
Price$66.44
Change+$0.77 (+1.17%)
VolumeN/A
CapitalizationN/A
Vanguard Windsor™ II I
Price$44.41
Change+$0.42 (+0.95%)
VolumeN/A
CapitalizationN/A
VIVAX vs VWNFX Comparison Chart
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VIVAX vs. VWNFX commentary
Dec 23, 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 VIVAX is a Hold and VWNFX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. VWNFX (63.3B). VIVAX pays higher dividends than VWNFX: VIVAX (2.25) vs VWNFX (1.46). VIVAX was incepted earlier than VWNFX: VIVAX (32 years) vs VWNFX (40 years). VWNFX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (10.00). VIVAX (3000) and VWNFX (3000) have matching initial minimum investment requirements. VIVAX annual gain was more profitable for investors over the last year : 15.15 vs. VWNFX (4.42). VIVAX return over 5 years is better than : 41.35 vs. VWNFX (22.31).
| VIVAX | VWNFX | VIVAX / VWNFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 40 years | - |
| Gain YTD | 14.000 | 3.568 | 392% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195B | 63.3B | 308% |
| Annual Yield % from dividends | 2.25 | 1.46 | 154% |
| Returns for 1 year | 15.15 | 4.42 | 343% |
| Returns for 3 years | 18.25 | -1.40 | -1,305% |
| Returns for 5 years | 41.35 | 22.31 | 185% |
| Returns for 10 years | 99.53 | 17.58 | 566% |