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PBEAX vs VIVIX
PBEAX vs VIVIX Comparison
Open Charts PBEAX vs VIVIX
Vanguard Value Index I
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
PBEAX vs VIVIX Comparison Chart in %
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PBEAX vs. VIVIX 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 PBEAX is a Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. PBEAX (660M). VIVIX pays higher dividends than PBEAX: VIVIX (2.19) vs PBEAX (1.58). PBEAX was incepted earlier than VIVIX: PBEAX (36 years) vs VIVIX (27 years). PBEAX (0.91) is less costly to investors than VIVIX (0.04). PBEAX is a more actively managed with annual turnover of: 29.00 vs. VIVIX (9.00). PBEAX has a lower initial minimum investment than VIVIX: PBEAX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 9.75 vs. PBEAX (8.30). VIVIX return over 5 years is better than : 74.87 vs. PBEAX (50.15).
| PBEAX | VIVIX | PBEAX / VIVIX | |
| Total Expense Ratio | 0.87 | 0.04 | 2,175% |
| Annual Report Gross Expense Ratio | 0.91 | 0.04 | 2,275% |
| Fund Existence | 36 years | 27 years | - |
| Gain YTD | 7.427 | 6.730 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 660M | 195B | 0% |
| Annual Yield % from dividends | 1.58 | 2.19 | 72% |
| Returns for 1 year | 8.30 | 9.75 | 85% |
| Returns for 3 years | 25.67 | 34.32 | 75% |
| Returns for 5 years | 50.15 | 74.87 | 67% |
| Returns for 10 years | 24.94 | 116.26 | 21% |
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