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FBPEX vs VVIAX
FBPEX vs VVIAX Comparison Chart
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FBPEX vs. VVIAX commentary
May 22, 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: 184B vs. FBPEX (66M). FBPEX pays higher dividends than VVIAX: FBPEX (3.44) vs VVIAX (2.34). 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 : 6.25 vs. FBPEX (0.28). VVIAX return over 5 years is better than : 78.45 vs. FBPEX (52.67).
| 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 | 3.280 | 2.239 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66M | 184B | 0% |
| Annual Yield % from dividends | 3.44 | 2.34 | 147% |
| Returns for 1 year | 0.28 | 6.25 | 4% |
| Returns for 3 years | -0.23 | 26.44 | -1% |
| Returns for 5 years | 52.67 | 78.45 | 67% |
| Returns for 10 years | 31.58 | 100.97 | 31% |
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