Ad is loading...
Ad is loading...
BEEHX vs VFIAX
BEEHX vs VFIAX Comparison
Open Charts BEEHX vs VFIAX
Vanguard 500 Index Admiral
Price$551.84
Change+$1.93 (+0.35%)
VolumeN/A
CapitalizationN/A
BEEHX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BEEHX vs. VFIAX commentary
Nov 23, 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 BEEHX is a StrongSell and VFIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. BEEHX (170M). VFIAX pays higher dividends than BEEHX: VFIAX (1.32) vs BEEHX (0.55). BEEHX was incepted earlier than VFIAX: BEEHX (16 years) vs VFIAX (24 years). BEEHX is a more actively managed with annual turnover of: 6.00 vs. VFIAX (2.00). BEEHX has a lower initial minimum investment than VFIAX: BEEHX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 30.58 vs. BEEHX (12.09). VFIAX return over 5 years is better than : 91.24 vs. BEEHX (37.16).
| BEEHX | VFIAX | BEEHX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 12.305 | 25.032 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 1.28T | 0% |
| Annual Yield % from dividends | 0.55 | 1.32 | 41% |
| Returns for 1 year | 12.09 | 30.58 | 40% |
| Returns for 3 years | 1.20 | 27.07 | 4% |
| Returns for 5 years | 37.16 | 91.24 | 41% |
| Returns for 10 years | 62.59 | 189.08 | 33% |