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DVRUX vs VIVAX
DVRUX vs VIVAX Comparison
Open Charts DVRUX vs VIVAX
UBS US Dividend Ruler P
Price$17.26
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets290.62M
Vanguard Value Index I
Price$75.27
Change+$0.37 (+0.49%)
VolumeN/A
Net Assets215.53B
DVRUX vs VIVAX Comparison Chart in %
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DVRUX vs. VIVAX commentary
Dec 26, 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 DVRUX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. DVRUX (291M). VIVAX pays higher dividends than DVRUX: VIVAX (1.93) vs DVRUX (1.19). DVRUX was incepted earlier than VIVAX: DVRUX (5 years) vs VIVAX (33 years). DVRUX (0.83) is less costly to investors than VIVAX (0.17). DVRUX is a more actively managed with annual turnover of: 35.00 vs. VIVAX (9.00). DVRUX has a lower initial minimum investment than VIVAX: DVRUX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.66 vs. DVRUX (7.14). VIVAX (64.99) and DVRUX (63.13) have equivalent 5 years return.
| DVRUX | VIVAX | DVRUX / VIVAX | |
| Total Expense Ratio | 0.65 | 0.17 | 382% |
| Annual Report Gross Expense Ratio | 0.83 | 0.17 | 488% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 9.310 | 14.025 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 216B | 0% |
| Annual Yield % from dividends | 1.19 | 1.93 | 62% |
| Returns for 1 year | 7.14 | 12.66 | 56% |
| Returns for 3 years | 43.71 | 37.81 | 116% |
| Returns for 5 years | 63.13 | 64.99 | 97% |
| Returns for 10 years | N/A | 134.86 | - |
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