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BHBFX vs VVIAX
BHBFX vs VVIAX Comparison
Open Charts BHBFX vs VVIAX
Madison Dividend Income Y
Price$24.17
Change+$0.31 (+1.30%)
VolumeN/A
Net Assets113.71M
Vanguard Value Index Adm
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
BHBFX vs VVIAX Comparison Chart
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BHBFX vs. VVIAX commentary
Apr 12, 2025
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: 191B vs. BHBFX (114M). VVIAX pays higher dividends than BHBFX: VVIAX (2.26) vs BHBFX (1.89). BHBFX was incepted earlier than VVIAX: BHBFX (38 years) vs VVIAX (24 years). BHBFX (0.91) is less costly to investors than VVIAX (0.05). BHBFX is a more actively managed with annual turnover of: 28.00 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 : 0.71 vs. BHBFX (-8.81). VVIAX return over 5 years is better than : 64.28 vs. BHBFX (9.16).
| BHBFX | VVIAX | BHBFX / VVIAX | |
| Total Expense Ratio | 0.91 | 0.05 | 1,820% |
| Annual Report Gross Expense Ratio | 0.91 | 0.05 | 1,820% |
| Fund Existence | 38 years | 24 years | - |
| Gain YTD | -5.273 | -5.728 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 191B | 0% |
| Annual Yield % from dividends | 1.89 | 2.26 | 83% |
| Returns for 1 year | -8.81 | 0.71 | -1,247% |
| Returns for 3 years | -21.42 | 8.12 | -264% |
| Returns for 5 years | 9.16 | 64.28 | 14% |
| Returns for 10 years | 26.29 | 88.62 | 30% |
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