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BHBFX vs VVIAX
BHBFX vs VVIAX Comparison
Open Charts BHBFX vs VVIAX
Madison Dividend Income Y
Price$25.98
Change-$0.20 (-0.76%)
VolumeN/A
Net Assets133.95M
Vanguard Value Index Adm
Price$68.66
Change-$0.33 (-0.48%)
VolumeN/A
Net Assets183.52B
BHBFX vs VVIAX Comparison Chart
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BHBFX vs. VVIAX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. BHBFX (134M). 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 : 17.28 vs. BHBFX (0.90). VVIAX return over 5 years is better than : 47.22 vs. BHBFX (1.43).
| 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 | 2.728 | 3.967 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 184B | 0% |
| Annual Yield % from dividends | 2.09 | 2.36 | 89% |
| Returns for 1 year | 0.90 | 17.28 | 5% |
| Returns for 3 years | -10.88 | 22.82 | -48% |
| Returns for 5 years | 1.43 | 47.22 | 3% |
| Returns for 10 years | 38.12 | 110.24 | 35% |