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UVALX vs VVIAX
UVALX vs VVIAX Comparison
Open Charts UVALX vs VVIAX
Vanguard Value Index Adm
Price$75.21
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets215.53B
UVALX vs VVIAX Comparison Chart in %
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UVALX vs. VVIAX commentary
Dec 28, 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: 216B vs. UVALX (1.39B). VVIAX pays higher dividends than UVALX: VVIAX (2.04) vs UVALX (1.14). UVALX was incepted earlier than VVIAX: UVALX (24 years) vs VVIAX (25 years). UVALX (0.95) is less costly to investors than VVIAX (0.05). UVALX is a more actively managed with annual turnover of: 50.00 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 : 12.41 vs. UVALX (4.73). VVIAX return over 5 years is better than : 64.92 vs. UVALX (33.89).
| UVALX | VVIAX | UVALX / VVIAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 0.95 | 0.05 | 1,900% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 6.088 | 13.974 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 216B | 1% |
| Annual Yield % from dividends | 1.14 | 2.04 | 56% |
| Returns for 1 year | 4.73 | 12.41 | 38% |
| Returns for 3 years | 24.22 | 37.41 | 65% |
| Returns for 5 years | 33.89 | 64.92 | 52% |
| Returns for 10 years | 13.47 | 133.33 | 10% |
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