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PBEAX vs VIVAX
PBEAX vs VIVAX Comparison
Open Charts PBEAX vs VIVAX
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
PBEAX vs VIVAX Comparison Chart
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PBEAX vs. VIVAX commentary
Jan 19, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. PBEAX (634M). VIVAX pays higher dividends than PBEAX: VIVAX (2.25) vs PBEAX (0.97). PBEAX was incepted earlier than VIVAX: PBEAX (35 years) vs VIVAX (32 years). PBEAX is a more actively managed with annual turnover of: 28.00 vs. VIVAX (10.00). PBEAX has a lower initial minimum investment than VIVAX: PBEAX (1000) vs VIVAX (3000). VIVAX (18.19) and PBEAX (17.67) have marching annual gain over last year. VIVAX return over 5 years is better than : 44.18 vs. PBEAX (24.82).
| PBEAX | VIVAX | PBEAX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 32 years | - |
| Gain YTD | 2.685 | 3.194 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 184B | 0% |
| Annual Yield % from dividends | 0.97 | 2.25 | 43% |
| Returns for 1 year | 17.67 | 18.19 | 97% |
| Returns for 3 years | 6.89 | 18.46 | 37% |
| Returns for 5 years | 24.82 | 44.18 | 56% |
| Returns for 10 years | 23.07 | 111.10 | 21% |
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