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UVALX vs VIVIX
UVALX vs VIVIX Comparison
Open Charts UVALX vs VIVIX
Vanguard Value Index I
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
UVALX vs VIVIX Comparison Chart in %
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UVALX vs. VIVIX commentary
Dec 04, 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 Hold and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. UVALX (1.38B). VIVIX pays higher dividends than UVALX: VIVIX (2.05) vs UVALX (1.14). UVALX was incepted earlier than VIVIX: UVALX (24 years) vs VIVIX (27 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 : 4.76 vs. UVALX (-3.77). VIVIX return over 5 years is better than : 61.18 vs. UVALX (45.04).
| 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 | 24 years | 27 years | - |
| Gain YTD | 14.601 | 11.794 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 208B | 1% |
| Annual Yield % from dividends | 1.14 | 2.05 | 56% |
| Returns for 1 year | -3.77 | 4.76 | -79% |
| Returns for 3 years | 21.49 | 29.82 | 72% |
| Returns for 5 years | 45.04 | 61.18 | 74% |
| Returns for 10 years | 14.11 | 127.14 | 11% |
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