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AVUGX vs VVIAX
AVUGX vs VVIAX Comparison
Open Charts AVUGX vs VVIAX
American Century Value R5
Price$8.35
Change+$0.03 (+0.36%)
VolumeN/A
Net Assets2.17B
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
AVUGX vs VVIAX Comparison Chart in %
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AVUGX vs. VVIAX commentary
Jul 27, 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: 195B 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: 44.00 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 : 9.75 vs. AVUGX (2.67). VVIAX return over 5 years is better than : 74.87 vs. AVUGX (31.35).
| 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 | 9.195 | 6.714 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 195B | 1% |
| Annual Yield % from dividends | 1.94 | 2.18 | 89% |
| Returns for 1 year | 2.67 | 9.75 | 27% |
| Returns for 3 years | 6.37 | 34.32 | 19% |
| Returns for 5 years | 31.35 | 74.87 | 42% |
| Returns for 10 years | N/A | 116.26 | - |
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