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PBEAX vs VIVAX
PBEAX vs VIVAX Comparison
Open Charts PBEAX vs VIVAX
Vanguard Value Index I
Price$60.79
Change-$0.44 (-0.72%)
VolumeN/A
Net Assets190.51B
PBEAX vs VIVAX Comparison Chart
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PBEAX vs. VIVAX commentary
Apr 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. PBEAX (549M). VIVAX pays higher dividends than PBEAX: VIVAX (2.14) vs PBEAX (1.65). PBEAX was incepted earlier than VIVAX: PBEAX (35 years) vs VIVAX (32 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 (10.00). 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 : -1.54 vs. PBEAX (-6.13). VIVAX return over 5 years is better than : 82.55 vs. PBEAX (57.79).
| 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 | 32 years | - |
| Gain YTD | -10.022 | -7.287 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 191B | 0% |
| Annual Yield % from dividends | 1.65 | 2.14 | 77% |
| Returns for 1 year | -6.13 | -1.54 | 398% |
| Returns for 3 years | -4.92 | 6.85 | -72% |
| Returns for 5 years | 57.79 | 82.55 | 70% |
| Returns for 10 years | 4.14 | 87.63 | 5% |
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