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AVLIX vs VIVAX
AVLIX vs VIVAX Comparison
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AVLIX vs VIVAX Comparison Chart in %
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AVLIX vs. VIVAX commentary
Oct 19, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. AVLIX (2.17B). VIVAX pays higher dividends than AVLIX: VIVAX (1.97) vs AVLIX (1.77). 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 : 4.63 vs. AVLIX (-0.58). VIVAX return over 5 years is better than : 71.78 vs. AVLIX (30.43).
| 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 | 11.564 | 9.738 | 119% |
| 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 | 208B | 1% |
| Annual Yield % from dividends | 1.77 | 1.97 | 90% |
| Returns for 1 year | -0.58 | 4.63 | -13% |
| Returns for 3 years | 11.37 | 42.99 | 26% |
| Returns for 5 years | 30.43 | 71.78 | 42% |
| Returns for 10 years | 24.74 | 129.45 | 19% |
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