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PBEAX vs VVIAX
PBEAX vs VVIAX Comparison
Open Charts PBEAX vs VVIAX
Vanguard Value Index Adm
Price$60.76
Change-$0.45 (-0.74%)
VolumeN/A
Net Assets190.51B
PBEAX vs VVIAX Comparison Chart
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PBEAX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. PBEAX (549M). VVIAX pays higher dividends than PBEAX: VVIAX (2.26) vs PBEAX (1.65). PBEAX was incepted earlier than VVIAX: PBEAX (35 years) vs VVIAX (24 years). PBEAX (0.91) is less costly to investors than VVIAX (0.05). PBEAX is a more actively managed with annual turnover of: 29.00 vs. VVIAX (10.00). PBEAX has a lower initial minimum investment than VVIAX: PBEAX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : -2.93 vs. PBEAX (-6.13). VVIAX return over 5 years is better than : 63.83 vs. PBEAX (57.79).
| PBEAX | VVIAX | PBEAX / VVIAX | |
| Total Expense Ratio | 0.87 | 0.05 | 1,740% |
| Annual Report Gross Expense Ratio | 0.91 | 0.05 | 1,820% |
| Fund Existence | 35 years | 24 years | - |
| Gain YTD | -10.022 | -7.970 | 126% |
| 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 | 2.26 | 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 | 83.85 | 5% |
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