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AVLIX vs VIVAX
AVLIX vs VIVAX Comparison
Open Charts AVLIX vs VIVAX
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
AVLIX vs VIVAX Comparison Chart in %
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AVLIX vs. VIVAX commentary
Jul 07, 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: 189B vs. AVLIX (2.17B). VIVAX pays higher dividends than AVLIX: VIVAX (2.06) vs AVLIX (1.94). AVLIX was incepted earlier than VIVAX: AVLIX (28 years) vs VIVAX (33 years). AVLIX (0.82) is less costly to investors than VIVAX (0.17). AVLIX is a more actively managed with annual turnover of: 35.00 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 : 12.04 vs. AVLIX (4.61). VIVAX return over 5 years is better than : 80.14 vs. AVLIX (33.95).
| AVLIX | VIVAX | AVLIX / VIVAX | |
| Total Expense Ratio | 0.79 | 0.17 | 465% |
| Annual Report Gross Expense Ratio | 0.82 | 0.17 | 482% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 6.963 | 6.209 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 189B | 1% |
| Annual Yield % from dividends | 1.94 | 2.06 | 94% |
| Returns for 1 year | 4.61 | 12.04 | 38% |
| Returns for 3 years | 5.85 | 35.16 | 17% |
| Returns for 5 years | 33.95 | 80.14 | 42% |
| Returns for 10 years | 16.50 | 115.74 | 14% |