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AADEX vs VVIAX
AADEX vs VVIAX Comparison
Open Charts AADEX vs VVIAX
American Beacon Large Cap Value R5
Price$29.33
Change-$0.78 (-2.59%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
AADEX vs VVIAX Comparison Chart
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AADEX vs. VVIAX commentary
Dec 19, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. AADEX (3.42B). 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 annual gain was more profitable for investors over the last year : 16.45 vs. AADEX (14.32). VVIAX return over 5 years is better than : 44.62 vs. AADEX (7.95).
| 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 | 17.023 | 16.051 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.42B | 195B | 2% |
| Annual Yield % from dividends | 1.57 | 2.36 | 67% |
| Returns for 1 year | 14.32 | 16.45 | 87% |
| Returns for 3 years | 1.73 | 20.49 | 8% |
| Returns for 5 years | 7.95 | 44.62 | 18% |
| Returns for 10 years | 1.72 | 104.84 | 2% |
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