Interact to see
Advertisement
Advertisement
BEQAX vs VFIAX
BEQAX vs VFIAX Comparison
Open Charts BEQAX vs VFIAX
BEQAX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BEQAX vs. VFIAX commentary
Aug 03, 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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.67T vs. BEQAX (1.92B). 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 : 18.19 vs. BEQAX (9.52). VFIAX return over 5 years is better than : 70.57 vs. BEQAX (6.84).
| 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 | 9.249 | 9.464 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 1.67T | 0% |
| Annual Yield % from dividends | 0.24 | 1.06 | 23% |
| Returns for 1 year | 9.52 | 18.19 | 52% |
| Returns for 3 years | 52.89 | 63.87 | 83% |
| Returns for 5 years | 6.84 | 70.57 | 10% |
| Returns for 10 years | 46.58 | 247.71 | 19% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RNWAX | 100.62 | 1.94 | +1.97% |
| American Funds New World R-1 | |||
| FEFRX | 33.58 | 0.39 | +1.18% |
| First Eagle Rising Dividend Fund R6 | |||
| PHLOX | 12.88 | 0.04 | +0.31% |
| Philotimo Focused Growth and Income | |||
| GIEZX | 17.34 | -0.06 | -0.34% |
| GuideStone Funds International Eq Inv | |||
| TRHBX | 30.63 | -0.15 | -0.49% |
| Nuveen Small Cap Blend Idx I | |||