Interact to see
Advertisement
Advertisement
PBEAX vs VIVAX
PBEAX vs VIVAX Comparison
Open Charts PBEAX vs VIVAX
PBEAX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PBEAX vs. VIVAX commentary
Oct 19, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. PBEAX (673M). VIVAX pays higher dividends than PBEAX: VIVAX (1.97) vs PBEAX (1.49). 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 : 4.63 vs. PBEAX (3.36). VIVAX return over 5 years is better than : 71.78 vs. PBEAX (47.19).
| 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 | 11.409 | 9.738 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 673M | 208B | 0% |
| Annual Yield % from dividends | 1.49 | 1.97 | 76% |
| Returns for 1 year | 3.36 | 4.63 | 73% |
| Returns for 3 years | 34.01 | 42.99 | 79% |
| Returns for 5 years | 47.19 | 71.78 | 66% |
| Returns for 10 years | 39.08 | 129.45 | 30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement