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BHBFX vs VVIAX
BHBFX vs VVIAX Comparison
Open Charts BHBFX vs VVIAX
Madison Dividend Income Y
Price$28.46
Change+$0.33 (+1.17%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$66.44
Change+$0.78 (+1.19%)
VolumeN/A
CapitalizationN/A
BHBFX vs VVIAX Comparison Chart
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BHBFX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BHBFX (139M). VVIAX pays higher dividends than BHBFX: VVIAX (2.36) vs BHBFX (2.09). BHBFX was incepted earlier than VVIAX: BHBFX (38 years) vs VVIAX (24 years). BHBFX is a more actively managed with annual turnover of: 53.00 vs. VVIAX (10.00). BHBFX has a lower initial minimum investment than VVIAX: BHBFX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 15.21 vs. BHBFX (8.66). VVIAX return over 5 years is better than : 41.36 vs. BHBFX (7.93).
| BHBFX | VVIAX | BHBFX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 24 years | - |
| Gain YTD | 7.726 | 14.042 | 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 | 2.36 | 89% |
| Returns for 1 year | 8.66 | 15.21 | 57% |
| Returns for 3 years | -13.25 | 18.26 | -73% |
| Returns for 5 years | 7.93 | 41.36 | 19% |
| Returns for 10 years | 39.70 | 99.61 | 40% |