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PBEAX vs VIVAX
PBEAX vs VIVAX Comparison
Open Charts PBEAX vs VIVAX
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
PBEAX vs VIVAX Comparison Chart in %
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PBEAX 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 PBEAX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. PBEAX (666M). VIVAX pays higher dividends than PBEAX: VIVAX (1.99) vs PBEAX (1.52). 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 : 7.74 vs. PBEAX (7.24). VIVAX return over 5 years is better than : 70.18 vs. PBEAX (46.51).
| 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 | 9.262 | 7.845 | 118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666M | 203B | 0% |
| Annual Yield % from dividends | 1.52 | 1.99 | 77% |
| Returns for 1 year | 7.24 | 7.74 | 94% |
| Returns for 3 years | 28.47 | 36.63 | 78% |
| Returns for 5 years | 46.51 | 70.18 | 66% |
| Returns for 10 years | 37.26 | 131.64 | 28% |
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