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PBEAX vs VIVAX
PBEAX vs VIVAX Comparison
Open Charts PBEAX vs VIVAX
Vanguard Value Index I
Price$71.59
Change+$0.96 (+1.36%)
VolumeN/A
Net Assets195.81B
PBEAX vs VIVAX Comparison Chart in %
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PBEAX vs. VIVAX commentary
Aug 23, 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: 196B vs. PBEAX (656M). VIVAX pays higher dividends than PBEAX: VIVAX (2.06) vs PBEAX (1.56). PBEAX was incepted earlier than VIVAX: PBEAX (36 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 : 7.40 vs. PBEAX (5.63). VIVAX return over 5 years is better than : 71.66 vs. PBEAX (46.10).
| PBEAX | VIVAX | PBEAX / VIVAX | |
| Total Expense Ratio | 0.87 | 0.17 | 512% |
| Annual Report Gross Expense Ratio | 0.91 | 0.17 | 535% |
| Fund Existence | 36 years | 33 years | - |
| Gain YTD | 7.338 | 6.966 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 656M | 196B | 0% |
| Annual Yield % from dividends | 1.56 | 2.06 | 76% |
| Returns for 1 year | 5.63 | 7.40 | 76% |
| Returns for 3 years | 20.94 | 29.92 | 70% |
| Returns for 5 years | 46.10 | 71.66 | 64% |
| Returns for 10 years | 41.59 | 142.08 | 29% |
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