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FVALX vs VIVAX
FVALX vs VIVAX Comparison
Open Charts FVALX vs VIVAX
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
FVALX vs VIVAX Comparison Chart in %
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FVALX vs. VIVAX commentary
Sep 09, 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 FVALX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. FVALX (4.46M). FVALX pays higher dividends than VIVAX: FVALX (2.41) vs VIVAX (1.99). FVALX was incepted earlier than VIVAX: FVALX (26 years) vs VIVAX (33 years). FVALX (1.27) is less costly to investors than VIVAX (0.17). VIVAX is a more actively managed with annual turnover of: 9.00 vs. FVALX (7.91). FVALX has a lower initial minimum investment than VIVAX: FVALX (1000) vs VIVAX (3000). FVALX annual gain was more profitable for investors over the last year : 11.53 vs. VIVAX (7.74). VIVAX return over 5 years is better than : 70.18 vs. FVALX (-37.54).
| FVALX | VIVAX | FVALX / VIVAX | |
| Total Expense Ratio | 1.27 | 0.17 | 747% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 18.675 | 7.845 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.46M | 203B | 0% |
| Annual Yield % from dividends | 2.41 | 1.99 | 121% |
| Returns for 1 year | 11.53 | 7.74 | 149% |
| Returns for 3 years | 9.57 | 36.63 | 26% |
| Returns for 5 years | -37.54 | 70.18 | -53% |
| Returns for 10 years | -41.63 | 131.64 | -32% |
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