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AVUGX vs VVIAX
AVUGX vs VVIAX Comparison
Open Charts AVUGX vs VVIAX
American Century Value R5
Price$8.19
Change+$0.03 (+0.37%)
VolumeN/A
Net Assets2.17B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
AVUGX vs VVIAX Comparison Chart in %
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AVUGX vs. VVIAX commentary
Jul 06, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. AVUGX (2.17B). VVIAX pays higher dividends than AVUGX: VVIAX (2.18) vs AVUGX (1.94). AVUGX was incepted earlier than VVIAX: AVUGX (8 years) vs VVIAX (25 years). AVUGX (0.82) is less costly to investors than VVIAX (0.05). AVUGX is a more actively managed with annual turnover of: 35.00 vs. VVIAX (9.00). AVUGX has a lower initial minimum investment than VVIAX: AVUGX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. AVUGX (4.61). VVIAX return over 5 years is better than : 80.13 vs. AVUGX (33.96).
| AVUGX | VVIAX | AVUGX / VVIAX | |
| Total Expense Ratio | 0.79 | 0.05 | 1,580% |
| Annual Report Gross Expense Ratio | 0.82 | 0.05 | 1,640% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 7.102 | 6.198 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 189B | 1% |
| Annual Yield % from dividends | 1.94 | 2.18 | 89% |
| Returns for 1 year | 4.61 | 12.03 | 38% |
| Returns for 3 years | 5.85 | 35.17 | 17% |
| Returns for 5 years | 33.96 | 80.13 | 42% |
| Returns for 10 years | N/A | 115.67 | - |
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