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BHBFX vs VVIAX
BHBFX vs VVIAX Comparison
Open Charts BHBFX vs VVIAX
Madison Dividend Income Y
Price$25.98
Change+$0.21 (+0.81%)
VolumeN/A
Net Assets119.14M
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
BHBFX vs VVIAX Comparison Chart
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BHBFX vs. VVIAX commentary
Jun 07, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. BHBFX (119M). VVIAX pays higher dividends than BHBFX: VVIAX (2.28) vs BHBFX (1.91). BHBFX was incepted earlier than VVIAX: BHBFX (38 years) vs VVIAX (25 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 (9.00). 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 : 6.82 vs. BHBFX (-1.51). VVIAX return over 5 years is better than : 58.69 vs. BHBFX (7.57).
| 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 | 25 years | - |
| Gain YTD | 2.310 | 1.255 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 189B | 0% |
| Annual Yield % from dividends | 1.91 | 2.28 | 84% |
| Returns for 1 year | -1.51 | 6.82 | -22% |
| Returns for 3 years | -12.68 | 18.51 | -69% |
| Returns for 5 years | 7.57 | 58.69 | 13% |
| Returns for 10 years | 38.86 | 102.89 | 38% |
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