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DVRUX vs VIVAX
DVRUX vs VIVAX Comparison
Open Charts DVRUX vs VIVAX
UBS US Dividend Ruler P
Price$17.97
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets280.12M
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
DVRUX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. DVRUX (280M). VIVAX pays higher dividends than DVRUX: VIVAX (1.99) vs DVRUX (1.24). DVRUX was incepted earlier than VIVAX: DVRUX (5 years) vs VIVAX (33 years). DVRUX (0.86) is less costly to investors than VIVAX (0.17). DVRUX is a more actively managed with annual turnover of: 26.00 vs. VIVAX (9.00). DVRUX has a lower initial minimum investment than VIVAX: DVRUX (1000) vs VIVAX (3000). DVRUX annual gain was more profitable for investors over the last year : 14.75 vs. VIVAX (7.74). DVRUX return over 5 years is better than : 81.12 vs. VIVAX (70.18).
| DVRUX | VIVAX | DVRUX / VIVAX | |
| Total Expense Ratio | 0.50 | 0.17 | 294% |
| Annual Report Gross Expense Ratio | 0.86 | 0.17 | 506% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 13.426 | 7.845 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 203B | 0% |
| Annual Yield % from dividends | 1.24 | 1.99 | 62% |
| Returns for 1 year | 14.75 | 7.74 | 190% |
| Returns for 3 years | 55.86 | 36.63 | 152% |
| Returns for 5 years | 81.12 | 70.18 | 116% |
| Returns for 10 years | N/A | 131.64 | - |
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