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ADEIX vs VIVAX
ADEIX vs VIVAX Comparison
Open Charts ADEIX vs VIVAX
Ancora Dividend Value Equity I
Price$18.29
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets47.89M
Vanguard Value Index I
Price$75.35
Change+$0.63 (+0.84%)
VolumeN/A
Net Assets215.53B
ADEIX vs VIVAX Comparison Chart in %
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ADEIX vs. VIVAX commentary
Dec 13, 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 ADEIX is a StrongBuy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. ADEIX (47.9M). VIVAX pays higher dividends than ADEIX: VIVAX (1.93) vs ADEIX (1.16). ADEIX was incepted earlier than VIVAX: ADEIX (7 years) vs VIVAX (33 years). ADEIX (1.11) is less costly to investors than VIVAX (0.17). ADEIX is a more actively managed with annual turnover of: 16.86 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than ADEIX: VIVAX (3000) vs ADEIX (5000). VIVAX annual gain was more profitable for investors over the last year : 10.16 vs. ADEIX (5.88). ADEIX (64.28) and VIVAX (63.66) have equivalent 5 years return.
| ADEIX | VIVAX | ADEIX / VIVAX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.11 | 0.17 | 653% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 10.368 | 14.146 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.9M | 216B | 0% |
| Annual Yield % from dividends | 1.16 | 1.93 | 60% |
| Returns for 1 year | 5.88 | 10.16 | 58% |
| Returns for 3 years | 38.95 | 34.53 | 113% |
| Returns for 5 years | 64.28 | 63.66 | 101% |
| Returns for 10 years | N/A | 139.88 | - |
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