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FBPEX vs VVIAX
FBPEX vs VVIAX Comparison Chart in %
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FBPEX vs. VVIAX commentary
Jul 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 FBPEX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. FBPEX (70.3M). FBPEX pays higher dividends than VVIAX: FBPEX (3.30) vs VVIAX (2.18). FBPEX was incepted earlier than VVIAX: FBPEX (32 years) vs VVIAX (25 years). FBPEX (1.30) is less costly to investors than VVIAX (0.05). FBPEX is a more actively managed with annual turnover of: 20.00 vs. VVIAX (9.00). 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 : 12.03 vs. FBPEX (5.07). VVIAX return over 5 years is better than : 80.13 vs. FBPEX (52.63).
| FBPEX | VVIAX | FBPEX / VVIAX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 1.30 | 0.05 | 2,600% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 7.965 | 6.198 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.3M | 189B | 0% |
| Annual Yield % from dividends | 3.30 | 2.18 | 152% |
| Returns for 1 year | 5.07 | 12.03 | 42% |
| Returns for 3 years | 12.09 | 35.17 | 34% |
| Returns for 5 years | 52.63 | 80.13 | 66% |
| Returns for 10 years | 44.07 | 115.67 | 38% |
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