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PBEAX vs VIVAX
PBEAX vs VIVAX Comparison
Open Charts PBEAX vs VIVAX
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
PBEAX vs VIVAX Comparison Chart
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PBEAX vs. VIVAX commentary
Dec 19, 2024
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: 195B vs. PBEAX (631M). 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). PBEAX annual gain was more profitable for investors over the last year : 16.14 vs. VIVAX (12.68). VIVAX return over 5 years is better than : 40.20 vs. PBEAX (25.19).
| 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 | 15.327 | 13.074 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 195B | 0% |
| Annual Yield % from dividends | 0.97 | 2.25 | 43% |
| Returns for 1 year | 16.14 | 12.68 | 127% |
| Returns for 3 years | 8.32 | 17.44 | 48% |
| Returns for 5 years | 25.19 | 40.20 | 63% |
| Returns for 10 years | 17.32 | 99.64 | 17% |
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