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FBPEX vs VVIAX
FBPEX vs VVIAX Comparison Chart
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FBPEX vs. VVIAX commentary
Dec 23, 2024
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 FBPEX is a Buy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. FBPEX (59.6M). FBPEX pays higher dividends than VVIAX: FBPEX (2.75) vs VVIAX (2.36). FBPEX was incepted earlier than VVIAX: FBPEX (31 years) vs VVIAX (24 years). FBPEX is a more actively managed with annual turnover of: 21.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than FBPEX: VVIAX (3000) vs FBPEX (5000). VVIAX annual gain was more profitable for investors over the last year : 15.21 vs. FBPEX (1.27). VVIAX return over 5 years is better than : 41.36 vs. FBPEX (13.29).
| FBPEX | VVIAX | FBPEX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 3.421 | 14.042 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.6M | 195B | 0% |
| Annual Yield % from dividends | 2.75 | 2.36 | 117% |
| Returns for 1 year | 1.27 | 15.21 | 8% |
| Returns for 3 years | -2.53 | 18.26 | -14% |
| Returns for 5 years | 13.29 | 41.36 | 32% |
| Returns for 10 years | 27.40 | 99.61 | 28% |
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