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PBEAX vs VIVAX
PBEAX vs VIVAX Comparison
Open Charts PBEAX vs VIVAX
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
PBEAX vs VIVAX Comparison Chart in %
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PBEAX vs. VIVAX commentary
Dec 05, 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 VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. PBEAX (692M). VIVAX pays higher dividends than PBEAX: VIVAX (1.93) vs PBEAX (1.45). PBEAX was incepted earlier than VIVAX: PBEAX (36 years) vs VIVAX (33 years). PBEAX (0.91) is less costly to investors than VIVAX (0.17). PBEAX is a more actively managed with annual turnover of: 29.00 vs. VIVAX (9.00). PBEAX has a lower initial minimum investment than VIVAX: PBEAX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 6.09 vs. PBEAX (4.29). VIVAX return over 5 years is better than : 60.36 vs. PBEAX (39.09).
| PBEAX | VIVAX | PBEAX / VIVAX | |
| Total Expense Ratio | 0.87 | 0.17 | 512% |
| Annual Report Gross Expense Ratio | 0.91 | 0.17 | 535% |
| Fund Existence | 36 years | 33 years | - |
| Gain YTD | 15.257 | 12.616 | 121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 692M | 208B | 0% |
| Annual Yield % from dividends | 1.45 | 1.93 | 75% |
| Returns for 1 year | 4.29 | 6.09 | 70% |
| Returns for 3 years | 24.72 | 30.80 | 80% |
| Returns for 5 years | 39.09 | 60.36 | 65% |
| Returns for 10 years | 41.67 | 128.96 | 32% |
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