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UVALX vs VVIAX
UVALX vs VVIAX Comparison
Open Charts UVALX vs VVIAX
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
UVALX vs VVIAX Comparison Chart in %
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UVALX vs. VVIAX commentary
Sep 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. UVALX (1.35B). VVIAX pays higher dividends than UVALX: VVIAX (2.10) vs UVALX (1.20). UVALX was incepted earlier than VVIAX: UVALX (24 years) vs VVIAX (25 years). UVALX (0.94) is less costly to investors than VVIAX (0.05). UVALX is a more actively managed with annual turnover of: 42.00 vs. VVIAX (9.00). UVALX (3000) and VVIAX (3000) have matching initial minimum investment requirements. VVIAX annual gain was more profitable for investors over the last year : 7.74 vs. UVALX (-0.67). VVIAX return over 5 years is better than : 70.16 vs. UVALX (54.95).
| UVALX | VVIAX | UVALX / VVIAX | |
| Total Expense Ratio | 0.94 | 0.05 | 1,880% |
| Annual Report Gross Expense Ratio | 0.94 | 0.05 | 1,880% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 9.591 | 7.850 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 203B | 1% |
| Annual Yield % from dividends | 1.20 | 2.10 | 57% |
| Returns for 1 year | -0.67 | 7.74 | -9% |
| Returns for 3 years | 23.95 | 36.61 | 65% |
| Returns for 5 years | 54.95 | 70.16 | 78% |
| Returns for 10 years | 13.29 | 131.61 | 10% |
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