Ad is loading...
PBEAX vs VIVIX
PBEAX vs VIVIX Comparison
Open Charts PBEAX vs VIVIX
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
PBEAX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PBEAX vs. VIVIX commentary
Jan 19, 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 Hold and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. PBEAX (634M). VIVIX pays higher dividends than PBEAX: VIVIX (2.37) vs PBEAX (0.97). PBEAX was incepted earlier than VIVIX: PBEAX (35 years) vs VIVIX (27 years). PBEAX is a more actively managed with annual turnover of: 28.00 vs. VIVIX (10.00). PBEAX has a lower initial minimum investment than VIVIX: PBEAX (1000) vs VIVIX (5000000). VIVIX (18.21) and PBEAX (17.67) have marching annual gain over last year. VIVIX return over 5 years is better than : 44.19 vs. PBEAX (24.82).
| PBEAX | VIVIX | PBEAX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 27 years | - |
| Gain YTD | 2.685 | 3.211 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 184B | 0% |
| Annual Yield % from dividends | 0.97 | 2.37 | 41% |
| Returns for 1 year | 17.67 | 18.21 | 97% |
| Returns for 3 years | 6.89 | 18.46 | 37% |
| Returns for 5 years | 24.82 | 44.19 | 56% |
| Returns for 10 years | 23.07 | 111.13 | 21% |
View a ticker or compare two or three
VS
VS
Ad is loading...