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BHBFX vs VIVAX
BHBFX vs VIVAX Comparison
Open Charts BHBFX vs VIVAX
Madison Dividend Income Y
Price$28.46
Change+$0.33 (+1.17%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.44
Change+$0.77 (+1.17%)
VolumeN/A
CapitalizationN/A
BHBFX vs VIVAX Comparison Chart
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BHBFX vs. VIVAX commentary
Dec 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 BHBFX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BHBFX (139M). VIVAX pays higher dividends than BHBFX: VIVAX (2.25) vs BHBFX (2.09). BHBFX was incepted earlier than VIVAX: BHBFX (38 years) vs VIVAX (32 years). BHBFX is a more actively managed with annual turnover of: 53.00 vs. VIVAX (10.00). BHBFX has a lower initial minimum investment than VIVAX: BHBFX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 15.15 vs. BHBFX (8.66). VIVAX return over 5 years is better than : 41.35 vs. BHBFX (7.93).
| BHBFX | VIVAX | BHBFX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 32 years | - |
| Gain YTD | 7.726 | 14.000 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 195B | 0% |
| Annual Yield % from dividends | 2.09 | 2.25 | 93% |
| Returns for 1 year | 8.66 | 15.15 | 57% |
| Returns for 3 years | -13.25 | 18.25 | -73% |
| Returns for 5 years | 7.93 | 41.35 | 19% |
| Returns for 10 years | 39.70 | 99.53 | 40% |