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UVALX vs VIVAX
UVALX vs VIVAX Comparison
Open Charts UVALX vs VIVAX
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
UVALX vs VIVAX Comparison Chart in %
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UVALX vs. VIVAX commentary
Jul 07, 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 UVALX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. UVALX (1.33B). VIVAX pays higher dividends than UVALX: VIVAX (2.06) vs UVALX (1.24). UVALX was incepted earlier than VIVAX: UVALX (24 years) vs VIVAX (33 years). UVALX (0.94) is less costly to investors than VIVAX (0.17). UVALX is a more actively managed with annual turnover of: 42.00 vs. VIVAX (9.00). UVALX (3000) and VIVAX (3000) have matching initial minimum investment requirements. VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. UVALX (1.28). VIVAX return over 5 years is better than : 80.14 vs. UVALX (61.72).
| UVALX | VIVAX | UVALX / VIVAX | |
| Total Expense Ratio | 0.94 | 0.17 | 553% |
| Annual Report Gross Expense Ratio | 0.94 | 0.17 | 553% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 7.274 | 6.209 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 189B | 1% |
| Annual Yield % from dividends | 1.24 | 2.06 | 60% |
| Returns for 1 year | 1.28 | 12.04 | 11% |
| Returns for 3 years | 21.47 | 35.16 | 61% |
| Returns for 5 years | 61.72 | 80.14 | 77% |
| Returns for 10 years | 4.74 | 115.74 | 4% |