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PBEAX vs VIVIX
PBEAX vs VIVIX Comparison
Open Charts PBEAX vs VIVIX
Vanguard Value Index I
Price$60.76
Change-$0.44 (-0.72%)
VolumeN/A
Net Assets190.51B
PBEAX vs VIVIX Comparison Chart
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PBEAX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. PBEAX (549M). VIVIX pays higher dividends than PBEAX: VIVIX (2.27) vs PBEAX (1.65). PBEAX was incepted earlier than VIVIX: PBEAX (35 years) vs VIVIX (27 years). PBEAX (0.91) is less costly to investors than VIVIX (0.04). PBEAX is a more actively managed with annual turnover of: 29.00 vs. VIVIX (10.00). PBEAX has a lower initial minimum investment than VIVIX: PBEAX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : -2.93 vs. PBEAX (-6.13). VIVIX return over 5 years is better than : 63.83 vs. PBEAX (57.79).
| PBEAX | VIVIX | PBEAX / VIVIX | |
| Total Expense Ratio | 0.87 | 0.04 | 2,175% |
| Annual Report Gross Expense Ratio | 0.91 | 0.04 | 2,275% |
| Fund Existence | 35 years | 27 years | - |
| Gain YTD | -10.022 | -7.956 | 126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 191B | 0% |
| Annual Yield % from dividends | 1.65 | 2.27 | 73% |
| Returns for 1 year | -6.13 | -2.93 | 209% |
| Returns for 3 years | -4.92 | 4.39 | -112% |
| Returns for 5 years | 57.79 | 63.83 | 91% |
| Returns for 10 years | 4.14 | 83.86 | 5% |
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