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BHBFX vs VVIAX
BHBFX vs VVIAX Comparison
Open Charts BHBFX vs VVIAX
Madison Dividend Income Y
Price$26.44
Change-$0.15 (-0.56%)
VolumeN/A
Net Assets130.19M
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
BHBFX vs VVIAX Comparison Chart
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BHBFX vs. VVIAX commentary
Feb 23, 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. BHBFX (130M). 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 : 13.46 vs. BHBFX (1.22). VVIAX return over 5 years is better than : 47.22 vs. BHBFX (2.50).
| 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 | 4.547 | 4.164 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 193B | 0% |
| Annual Yield % from dividends | 2.09 | 2.36 | 89% |
| Returns for 1 year | 1.22 | 13.46 | 9% |
| Returns for 3 years | -9.09 | 23.94 | -38% |
| Returns for 5 years | 2.50 | 47.22 | 5% |
| Returns for 10 years | 38.78 | 105.55 | 37% |
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