NYVBX
Price
$18.80
Change
+$0.16 (+0.86%)
Updated
Apr 2 closing price
Net Assets
6.36B
VFINX
Price
$523.30
Change
+$3.51 (+0.68%)
Updated
Apr 2 closing price
Net Assets
1.4T
Ad is loading...

NYVBX vs VFINX

Header iconNYVBX vs VFINX Comparison
Open Charts NYVBX vs VFINXBanner chart's image
Davis NY Venture B
Price$18.80
Change+$0.16 (+0.86%)
VolumeN/A
Net Assets6.36B
Vanguard 500 Index Investor
Price$523.30
Change+$3.51 (+0.68%)
VolumeN/A
Net Assets1.4T
NYVBX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
NYVBX vs. VFINX commentary
Apr 03, 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 NYVBX is a Buy and VFINX is a Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.4T vs. NYVBX (6.36B). VFINX pays higher dividends than NYVBX: VFINX (1.24) vs NYVBX (0.74). NYVBX was incepted earlier than VFINX: NYVBX (30 years) vs VFINX (49 years). NYVBX (2.37) is less costly to investors than VFINX (0.14). NYVBX is a more actively managed with annual turnover of: 17.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than NYVBX: VFINX (0) vs NYVBX (1000). VFINX annual gain was more profitable for investors over the last year : 8.24 vs. NYVBX (-15.60). VFINX return over 5 years is better than : 126.44 vs. NYVBX (9.74).
NYVBXVFINXNYVBX / VFINX
Total Expense Ratio1.750.141,250%
Annual Report Gross Expense Ratio2.370.141,693%
Fund Existence30 years49 years-
Gain YTD2.676-4.234-63%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.36B1.4T0%
Annual Yield % from dividends0.741.2459%
Returns for 1 year-15.608.24-189%
Returns for 3 years-11.5824.00-48%
Returns for 5 years9.74126.448%
Returns for 10 years-45.06173.00-26%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CVTCX46.820.27
+0.58%
Calamos Growth & Income C
JABCX44.130.14
+0.32%
Janus Henderson Balanced C
SEUPX34.11N/A
N/A
NAA Mid Growth P
RGWCX19.93N/A
N/A
Victory RS Growth C
AOFAX16.20N/A
N/A
Alger Small Cap Focus A