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PBEAX vs VVIAX
PBEAX vs VVIAX Comparison
Open Charts PBEAX vs VVIAX
Vanguard Value Index Adm
Price$65.30
Change-$0.84 (-1.27%)
VolumeN/A
CapitalizationN/A
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PBEAX vs VVIAX Comparison Chart
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PBEAX vs. VVIAX commentary
Sep 08, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. PBEAX (572M). VVIAX pays higher dividends than PBEAX: VVIAX (2.36) vs PBEAX (0.97). PBEAX was incepted earlier than VVIAX: PBEAX (35 years) vs VVIAX (24 years). PBEAX is a more actively managed with annual turnover of: 28.00 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 : 19.30 vs. PBEAX (15.87). VVIAX return over 5 years is better than : 53.51 vs. PBEAX (25.63).
| PBEAX | VVIAX | PBEAX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 24 years | - |
| Gain YTD | 15.584 | 13.506 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 572M | 183B | 0% |
| Annual Yield % from dividends | 0.97 | 2.36 | 41% |
| Returns for 1 year | 15.87 | 19.30 | 82% |
| Returns for 3 years | 3.32 | 19.68 | 17% |
| Returns for 5 years | 25.63 | 53.51 | 48% |
| Returns for 10 years | 8.66 | 107.57 | 8% |