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AADEX vs VVIAX
AADEX vs VVIAX Comparison
Open Charts AADEX vs VVIAX
American Beacon Large Cap Value R5
Price$30.65
Change-$0.18 (-0.58%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
AADEX vs VVIAX Comparison Chart
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AADEX vs. VVIAX commentary
Nov 18, 2024
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 AADEX is a StrongBuy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. AADEX (3.53B). VVIAX pays higher dividends than AADEX: VVIAX (2.36) vs AADEX (1.57). AADEX was incepted earlier than VVIAX: AADEX (37 years) vs VVIAX (24 years). AADEX is a more actively managed with annual turnover of: 25.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than AADEX: VVIAX (3000) vs AADEX (250000). VVIAX (25.54) and AADEX (24.35) have marching annual gain over last year. VVIAX return over 5 years is better than : 50.78 vs. AADEX (12.02).
| AADEX | VVIAX | AADEX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 24 years | - |
| Gain YTD | 19.122 | 17.922 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 184B | 2% |
| Annual Yield % from dividends | 1.57 | 2.36 | 67% |
| Returns for 1 year | 24.35 | 25.54 | 95% |
| Returns for 3 years | 0.17 | 21.55 | 1% |
| Returns for 5 years | 12.02 | 50.78 | 24% |
| Returns for 10 years | 4.22 | 110.49 | 4% |