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GUSOX vs VVIAX
GUSOX vs VVIAX Comparison
Open Charts GUSOX vs VVIAX
GMO U.S. Opportunistic Value IV
Price$21.47
Change-$0.09 (-0.42%)
VolumeN/A
Net Assets317.44M
Vanguard Value Index Adm
Price$71.07
Change-$0.12 (-0.17%)
VolumeN/A
Net Assets202.84B
GUSOX vs VVIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. GUSOX (317M). GUSOX pays higher dividends than VVIAX: GUSOX (3.04) vs VVIAX (2.10). GUSOX was incepted earlier than VVIAX: GUSOX (3 years) vs VVIAX (25 years). GUSOX (0.48) is less costly to investors than VVIAX (0.05). GUSOX is a more actively managed with annual turnover of: 65.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than GUSOX: VVIAX (3000) vs GUSOX (125000000). VVIAX annual gain was more profitable for investors over the last year : 8.94 vs. GUSOX (-3.88).
| GUSOX | VVIAX | GUSOX / VVIAX | |
| Total Expense Ratio | 0.44 | 0.05 | 880% |
| Annual Report Gross Expense Ratio | 0.48 | 0.05 | 960% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | 2.099 | 7.668 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 125000000 | 3000 | 4,166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 203B | 0% |
| Annual Yield % from dividends | 3.04 | 2.10 | 145% |
| Returns for 1 year | -3.88 | 8.94 | -43% |
| Returns for 3 years | N/A | 31.79 | - |
| Returns for 5 years | N/A | 70.93 | - |
| Returns for 10 years | N/A | 132.80 | - |