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DVRUX vs VIVAX
DVRUX vs VIVAX Comparison
Open Charts DVRUX vs VIVAX
UBS US Dividend Ruler P
Price$17.77
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets278.25M
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
DVRUX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. DVRUX (278M). VIVAX pays higher dividends than DVRUX: VIVAX (2.06) vs DVRUX (1.26). 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 : 14.29 vs. VIVAX (7.90). DVRUX return over 5 years is better than : 80.04 vs. VIVAX (68.56).
| 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 | 12.540 | 6.512 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 196B | 0% |
| Annual Yield % from dividends | 1.26 | 2.06 | 61% |
| Returns for 1 year | 14.29 | 7.90 | 181% |
| Returns for 3 years | 43.34 | 25.93 | 167% |
| Returns for 5 years | 80.04 | 68.56 | 117% |
| Returns for 10 years | N/A | 114.64 | - |
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