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UVALX vs VIVIX
UVALX vs VIVIX Comparison
Open Charts UVALX vs VIVIX
Vanguard Value Index I
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
UVALX vs VIVIX Comparison Chart in %
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UVALX vs. VIVIX commentary
Feb 05, 2026
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 StrongBuy and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 218B vs. UVALX (1.42B). VIVIX pays higher dividends than UVALX: VIVIX (1.96) vs UVALX (1.09). UVALX was incepted earlier than VIVIX: UVALX (25 years) vs VIVIX (28 years). UVALX (0.95) is less costly to investors than VIVIX (0.04). UVALX is a more actively managed with annual turnover of: 50.00 vs. VIVIX (9.00). UVALX has a lower initial minimum investment than VIVIX: UVALX (3000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 15.08 vs. UVALX (6.49). VIVIX return over 5 years is better than : 66.28 vs. UVALX (33.67).
| UVALX | VIVIX | UVALX / VIVIX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 0.95 | 0.04 | 2,375% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 4.270 | 5.999 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 218B | 1% |
| Annual Yield % from dividends | 1.09 | 1.96 | 56% |
| Returns for 1 year | 6.49 | 15.08 | 43% |
| Returns for 3 years | 22.53 | 41.04 | 55% |
| Returns for 5 years | 33.67 | 66.28 | 51% |
| Returns for 10 years | 32.54 | 167.19 | 19% |
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