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BHBFX vs VIVAX
BHBFX vs VIVAX Comparison
Open Charts BHBFX vs VIVAX
Madison Dividend Income Y
Price$26.89
Change-$0.17 (-0.63%)
VolumeN/A
Net Assets118.41M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
BHBFX vs VIVAX Comparison Chart in %
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BHBFX vs. VIVAX commentary
Sep 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 BHBFX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. BHBFX (118M). VIVAX pays higher dividends than BHBFX: VIVAX (1.99) vs BHBFX (1.77). BHBFX was incepted earlier than VIVAX: BHBFX (39 years) vs VIVAX (33 years). BHBFX (0.91) is less costly to investors than VIVAX (0.17). BHBFX is a more actively managed with annual turnover of: 28.00 vs. VIVAX (9.00). BHBFX has a lower initial minimum investment than VIVAX: BHBFX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.74 vs. BHBFX (-2.91). VIVAX return over 5 years is better than : 70.18 vs. BHBFX (9.72).
| BHBFX | VIVAX | BHBFX / VIVAX | |
| Total Expense Ratio | 0.91 | 0.17 | 535% |
| Annual Report Gross Expense Ratio | 0.91 | 0.17 | 535% |
| Fund Existence | 39 years | 33 years | - |
| Gain YTD | 7.259 | 7.845 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 203B | 0% |
| Annual Yield % from dividends | 1.77 | 1.99 | 89% |
| Returns for 1 year | -2.91 | 7.74 | -38% |
| Returns for 3 years | -0.66 | 36.63 | -2% |
| Returns for 5 years | 9.72 | 70.18 | 14% |
| Returns for 10 years | 54.21 | 131.64 | 41% |
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