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PBEAX vs VIVIX
PBEAX vs VIVIX Comparison
Open Charts PBEAX vs VIVIX
Vanguard Value Index I
Price$66.90
Change+$1.33 (+2.03%)
VolumeN/A
Net Assets183.65B
PBEAX vs VIVIX Comparison Chart
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PBEAX vs. VIVIX commentary
May 13, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. PBEAX (596M). VIVIX pays higher dividends than PBEAX: VIVIX (2.35) vs PBEAX (1.72). 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 (9.00). 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 : 4.24 vs. PBEAX (0.79). VIVIX return over 5 years is better than : 81.38 vs. PBEAX (55.42).
| 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 | -2.282 | -0.669 | 341% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 596M | 184B | 0% |
| Annual Yield % from dividends | 1.72 | 2.35 | 73% |
| Returns for 1 year | 0.79 | 4.24 | 19% |
| Returns for 3 years | 10.32 | 20.22 | 51% |
| Returns for 5 years | 55.42 | 81.38 | 68% |
| Returns for 10 years | 11.01 | 95.29 | 12% |
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