AUXIX vs VIVIX

Both AUXIX and VIVIX are mutual funds. AUXIX has a lower 5-year return than VIVIX (8.8% vs 10.53%). AUXIX has a higher expense ratio than VIVIX (0.8% vs 0.04%). Below is the comparison between AUXIX and VIVIX.

AUXIX VIVIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Auxier Funds Vanguard
Net Assets $119.30M $15.32B
Expense Ratio 0.80% 0.04%
Management Style active passive (index-based)
Dividend Yield 1.02% 2.30%
Minimum Investment $1,000,000.00 $5,000,000.00
YTD Return -6.46% -6.26%
1-Year Return -4.92% -3.95%
3-Year Return 9.78% 11.13%
5-Year Return 8.80% 10.53%
10-Year Return 9.51% 12.77%

AUXIX

AUXIX description

The Fund seeks to provide long term capital appreciation. The Fund invests primarily in a portfolio of common stocks that the Fund's advisor believes offer growth opportunities at a reasonable price. The Fund intends to focus its investments in the equity securities of medium to large U.S. companies.

AUXIX performance & returns
YTD Return -6.46%
1-Month Return -7.73%
3-Month Return -4.92%
1-Year Return -4.92%
3-Year Return 9.78%
5-Year Return 8.80%
10-Year Return 9.51%
AUXIX expense ratio is 0.8%.

AUXIX holdings

Top 10 Holdings (41.64% of Total Assets)

Name Symbol % Assets
Mastercard Inc A MA 7.07%
UnitedHealth Group Inc UNH 5.83%
Microsoft Corp MSFT 5.47%
Medtronic PLC MDT 3.99%
PepsiCo Inc PEP 3.98%
Johnson & Johnson JNJ 3.45%
The Kroger Co KR 3.12%
Philip Morris International Inc PM 2.99%
Visa Inc Class A V 2.88%
Merck & Co Inc MRK 2.86%

AUXIX pros

The following are AUXIX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

AUXIX cons

The following are AUXIX weaknesses from our perspective:

  • AUXIX net assets are $119.30 million. This fund is not a popular choice with retail investors.
  • AUXIX 3-year return is 9.78%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 13.04%.
  • AUXIX 5-year return is 8.8%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 12.37%.
  • AUXIX 10-year return is 9.51%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.88%.
  • AUXIX expense ratio is 0.8%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

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VIVIX

VIVIX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index by investing all of its assets in the stocks that make up the Index.

VIVIX performance & returns
YTD Return -6.26%
1-Month Return -9.05%
3-Month Return -3.95%
1-Year Return -3.95%
3-Year Return 11.13%
5-Year Return 10.53%
10-Year Return 12.77%
VIVIX expense ratio is 0.04%.

VIVIX holdings

Top 10 Holdings (22.65% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 3.25%
Johnson & Johnson JNJ 3.12%
Procter & Gamble Co PG 2.75%
UnitedHealth Group Inc UNH 2.36%
JPMorgan Chase & Co JPM 2.33%
Verizon Communications Inc VZ 1.96%
The Walt Disney Co DIS 1.78%
Intel Corp INTC 1.75%
Comcast Corp Class A CMCSA 1.68%
Merck & Co Inc MRK 1.67%

VIVIX pros

The following are VIVIX strengths from our perspective:

  • VIVIX 5-year return is 10.53%, which is in line with the 5-year return of the benchmark index (CRSP US Large Cap Value TR USD), 10.54%.
  • VIVIX 10-year return is 12.77%, which is higher than the 10-year return of the benchmark index (CRSP US Large Cap Value TR USD), 12.1%.
  • VIVIX 15-year return is 7.08%, which is in line with the 15-year return of the benchmark index (CRSP US Large Cap Value TR USD), 7.52%.
  • VIVIX expense ratio is 0.04%, which is considered low. Nice job picking a low-cost fund.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

VIVIX cons

None that we could think of.

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