Interact to see
Advertisement
Advertisement
PBEAX vs VIVAX
PBEAX vs VIVAX Comparison
Open Charts PBEAX vs VIVAX
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
PBEAX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PBEAX 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 PBEAX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. PBEAX (658M). VIVAX pays higher dividends than PBEAX: VIVAX (2.06) vs PBEAX (1.56). 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 : 7.90 vs. PBEAX (6.68). VIVAX return over 5 years is better than : 68.56 vs. PBEAX (44.33).
| 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 | 7.517 | 6.512 | 115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 196B | 0% |
| Annual Yield % from dividends | 1.56 | 2.06 | 76% |
| Returns for 1 year | 6.68 | 7.90 | 85% |
| Returns for 3 years | 17.62 | 25.93 | 68% |
| Returns for 5 years | 44.33 | 68.56 | 65% |
| Returns for 10 years | 25.78 | 114.64 | 22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement