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BPAVX vs VVIAX
BPAVX vs VVIAX Comparison
Open Charts BPAVX vs VVIAX
Boston Partners All Cap Value I
Price$29.32
Change+$1.93 (+7.05%)
VolumeN/A
Net Assets1.16B
Vanguard Value Index Adm
Price$63.92
Change+$3.93 (+6.55%)
VolumeN/A
Net Assets190.51B
BPAVX vs VVIAX Comparison Chart
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BPAVX vs. VVIAX commentary
Apr 10, 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 BPAVX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. BPAVX (1.16B). VVIAX pays higher dividends than BPAVX: VVIAX (2.26) vs BPAVX (0.64). BPAVX was incepted earlier than VVIAX: BPAVX (23 years) vs VVIAX (24 years). BPAVX (1.10) is less costly to investors than VVIAX (0.05). BPAVX is a more actively managed with annual turnover of: 24.00 vs. VVIAX (10.00). BPAVX has a lower initial minimum investment than VVIAX: BPAVX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : -4.28 vs. BPAVX (-14.18). VVIAX return over 5 years is better than : 58.34 vs. BPAVX (33.81).
| BPAVX | VVIAX | BPAVX / VVIAX | |
| Total Expense Ratio | 1.05 | 0.05 | 2,100% |
| Annual Report Gross Expense Ratio | 1.10 | 0.05 | 2,200% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -8.791 | -9.136 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 191B | 1% |
| Annual Yield % from dividends | 0.64 | 2.26 | 28% |
| Returns for 1 year | -14.18 | -4.28 | 331% |
| Returns for 3 years | -15.53 | 3.06 | -507% |
| Returns for 5 years | 33.81 | 58.34 | 58% |
| Returns for 10 years | 26.67 | 81.52 | 33% |