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FBPEX vs VIVAX
FBPEX vs VIVAX Comparison Chart in %
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FBPEX vs. VIVAX commentary
Jul 27, 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: 195B vs. FBPEX (72M). 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 : 9.76 vs. FBPEX (2.19). VIVAX return over 5 years is better than : 74.87 vs. FBPEX (49.58).
| 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 | 8.084 | 6.724 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72M | 195B | 0% |
| Annual Yield % from dividends | 3.30 | 2.06 | 160% |
| Returns for 1 year | 2.19 | 9.76 | 22% |
| Returns for 3 years | 11.79 | 34.31 | 34% |
| Returns for 5 years | 49.58 | 74.87 | 66% |
| Returns for 10 years | 46.01 | 116.32 | 40% |
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