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PBEAX vs VIVAX
PBEAX vs VIVAX Comparison
Open Charts PBEAX vs VIVAX
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
PBEAX vs VIVAX Comparison Chart
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PBEAX vs. VIVAX commentary
Jun 16, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. PBEAX (621M). VIVAX pays higher dividends than PBEAX: VIVAX (2.16) vs PBEAX (1.65). 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 : 8.01 vs. PBEAX (4.48). VIVAX return over 5 years is better than : 72.56 vs. PBEAX (47.81).
| 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 | 1.521 | 2.419 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 621M | 189B | 0% |
| Annual Yield % from dividends | 1.65 | 2.16 | 77% |
| Returns for 1 year | 4.48 | 8.01 | 56% |
| Returns for 3 years | 22.12 | 32.20 | 69% |
| Returns for 5 years | 47.81 | 72.56 | 66% |
| Returns for 10 years | 14.68 | 103.54 | 14% |
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