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BEQAX vs VFIAX
BEQAX vs VFIAX Comparison
Open Charts BEQAX vs VFIAX
BEQAX vs VFIAX Comparison Chart in %
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BEQAX vs. VFIAX commentary
Aug 23, 2026
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 BEQAX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.69T vs. BEQAX (1.98B). VFIAX pays higher dividends than BEQAX: VFIAX (1.06) vs BEQAX (0.24). BEQAX was incepted earlier than VFIAX: BEQAX (29 years) vs VFIAX (26 years). BEQAX (0.90) is less costly to investors than VFIAX (0.04). BEQAX is a more actively managed with annual turnover of: 73.00 vs. VFIAX (2.00). BEQAX has a lower initial minimum investment than VFIAX: BEQAX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 20.50 vs. BEQAX (12.37). VFIAX return over 5 years is better than : 72.92 vs. BEQAX (9.04).
| BEQAX | VFIAX | BEQAX / VFIAX | |
| Total Expense Ratio | 0.90 | 0.04 | 2,250% |
| Annual Report Gross Expense Ratio | 0.90 | 0.04 | 2,250% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 13.138 | 12.253 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 1.69T | 0% |
| Annual Yield % from dividends | 0.24 | 1.06 | 23% |
| Returns for 1 year | 12.37 | 20.50 | 60% |
| Returns for 3 years | 64.88 | 75.09 | 86% |
| Returns for 5 years | 9.04 | 72.92 | 12% |
| Returns for 10 years | 49.23 | 251.00 | 20% |
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