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PBEAX vs VIVAX
PBEAX vs VIVAX Comparison
Open Charts PBEAX vs VIVAX
Vanguard Value Index I
Price$66.92
Change+$1.33 (+2.03%)
VolumeN/A
Net Assets183.65B
PBEAX vs VIVAX Comparison Chart
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PBEAX vs. VIVAX commentary
May 13, 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 PBEAX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. PBEAX (596M). VIVAX pays higher dividends than PBEAX: VIVAX (2.22) vs PBEAX (1.72). PBEAX was incepted earlier than VIVAX: PBEAX (35 years) vs VIVAX (33 years). PBEAX (0.91) is less costly to investors than VIVAX (0.17). PBEAX is a more actively managed with annual turnover of: 29.00 vs. VIVAX (9.00). PBEAX has a lower initial minimum investment than VIVAX: PBEAX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 4.23 vs. PBEAX (0.79). VIVAX return over 5 years is better than : 81.36 vs. PBEAX (55.42).
| PBEAX | VIVAX | PBEAX / VIVAX | |
| Total Expense Ratio | 0.87 | 0.17 | 512% |
| Annual Report Gross Expense Ratio | 0.91 | 0.17 | 535% |
| Fund Existence | 35 years | 33 years | - |
| Gain YTD | -2.282 | -0.685 | 333% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 596M | 184B | 0% |
| Annual Yield % from dividends | 1.72 | 2.22 | 77% |
| Returns for 1 year | 0.79 | 4.23 | 19% |
| Returns for 3 years | 10.32 | 20.22 | 51% |
| Returns for 5 years | 55.42 | 81.36 | 68% |
| Returns for 10 years | 11.01 | 95.32 | 12% |