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VIVAX vs WLCVX
VIVAX vs WLCVX Comparison
Open Charts VIVAX vs WLCVX
Vanguard Value Index I
Price$72.18
Change-$0.35 (-0.48%)
VolumeN/A
Net Assets202.84B
Wilshire Large Company Value Instl
Price$23.11
Change-$0.14 (-0.60%)
VolumeN/A
Net Assets168.65M
VIVAX vs WLCVX Comparison Chart in %
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VIVAX vs. WLCVX commentary
Sep 26, 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 WLCVX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. WLCVX (169M). VIVAX pays higher dividends than WLCVX: VIVAX (1.99) vs WLCVX (1.21). VIVAX was incepted earlier than WLCVX: VIVAX (33 years) vs WLCVX (29 years). WLCVX (1.03) is less costly to investors than VIVAX (0.17). WLCVX is a more actively managed with annual turnover of: 38.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than WLCVX: VIVAX (3000) vs WLCVX (250000). VIVAX annual gain was more profitable for investors over the last year : 7.36 vs. WLCVX (4.05). VIVAX return over 5 years is better than : 81.15 vs. WLCVX (50.94).
| VIVAX | WLCVX | VIVAX / WLCVX | |
| Total Expense Ratio | 0.17 | 1.00 | 17% |
| Annual Report Gross Expense Ratio | 0.17 | 1.03 | 17% |
| Fund Existence | 33 years | 29 years | - |
| Gain YTD | 9.844 | 11.351 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203B | 169M | 120,118% |
| Annual Yield % from dividends | 1.99 | 1.21 | 165% |
| Returns for 1 year | 7.36 | 4.05 | 182% |
| Returns for 3 years | 49.09 | 36.05 | 136% |
| Returns for 5 years | 81.15 | 50.94 | 159% |
| Returns for 10 years | 147.75 | 41.05 | 360% |
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