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FBPEX vs VIVAX
FBPEX vs VIVAX Comparison Chart in %
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FBPEX vs. VIVAX commentary
Aug 18, 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 FBPEX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. FBPEX (71.6M). FBPEX pays higher dividends than VIVAX: FBPEX (3.30) vs VIVAX (2.06). FBPEX was incepted earlier than VIVAX: FBPEX (32 years) vs VIVAX (33 years). FBPEX (1.30) is less costly to investors than VIVAX (0.17). FBPEX is a more actively managed with annual turnover of: 20.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than FBPEX: VIVAX (3000) vs FBPEX (5000). VIVAX annual gain was more profitable for investors over the last year : 7.90 vs. FBPEX (0.54). VIVAX return over 5 years is better than : 68.56 vs. FBPEX (42.50).
| FBPEX | VIVAX | FBPEX / VIVAX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.30 | 0.17 | 765% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | 7.490 | 6.512 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.6M | 196B | 0% |
| Annual Yield % from dividends | 3.30 | 2.06 | 160% |
| Returns for 1 year | 0.54 | 7.90 | 7% |
| Returns for 3 years | 5.67 | 25.93 | 22% |
| Returns for 5 years | 42.50 | 68.56 | 62% |
| Returns for 10 years | 45.21 | 114.64 | 39% |
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