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AVLIX vs VIVAX
AVLIX vs VIVAX Comparison
Open Charts AVLIX vs VIVAX
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
AVLIX vs VIVAX Comparison Chart in %
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AVLIX vs. VIVAX commentary
Sep 09, 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 AVLIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. AVLIX (2.18B). VIVAX pays higher dividends than AVLIX: VIVAX (1.99) vs AVLIX (1.83). AVLIX was incepted earlier than VIVAX: AVLIX (28 years) vs VIVAX (33 years). AVLIX (0.78) is less costly to investors than VIVAX (0.17). AVLIX is a more actively managed with annual turnover of: 44.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than AVLIX: VIVAX (3000) vs AVLIX (5000000). VIVAX annual gain was more profitable for investors over the last year : 7.74 vs. AVLIX (3.15). VIVAX return over 5 years is better than : 70.18 vs. AVLIX (31.35).
| AVLIX | VIVAX | AVLIX / VIVAX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 0.78 | 0.17 | 459% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 10.751 | 7.845 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 203B | 1% |
| Annual Yield % from dividends | 1.83 | 1.99 | 92% |
| Returns for 1 year | 3.15 | 7.74 | 41% |
| Returns for 3 years | 5.63 | 36.63 | 15% |
| Returns for 5 years | 31.35 | 70.18 | 45% |
| Returns for 10 years | 30.47 | 131.64 | 23% |
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