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AVUGX vs VIVAX
AVUGX vs VIVAX Comparison
Open Charts AVUGX vs VIVAX
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
AVUGX vs VIVAX Comparison Chart
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AVUGX vs. VIVAX commentary
Jun 16, 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 AVUGX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. AVUGX (2.1B). VIVAX (2.16) and AVUGX (2.10) have matching dividends . AVUGX was incepted earlier than VIVAX: AVUGX (8 years) vs VIVAX (33 years). AVUGX (0.82) is less costly to investors than VIVAX (0.17). AVUGX is a more actively managed with annual turnover of: 35.00 vs. VIVAX (9.00). AVUGX has a lower initial minimum investment than VIVAX: AVUGX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. AVUGX (1.30). VIVAX return over 5 years is better than : 72.56 vs. AVUGX (27.31).
| AVUGX | VIVAX | AVUGX / VIVAX | |
| Total Expense Ratio | 0.79 | 0.17 | 465% |
| Annual Report Gross Expense Ratio | 0.82 | 0.17 | 482% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 3.123 | 2.419 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 189B | 1% |
| Annual Yield % from dividends | 2.10 | 2.16 | 97% |
| Returns for 1 year | 1.30 | 8.01 | 16% |
| Returns for 3 years | 2.73 | 32.20 | 8% |
| Returns for 5 years | 27.31 | 72.56 | 38% |
| Returns for 10 years | N/A | 103.54 | - |
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