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BVALX vs VEVYX
BVALX vs VEVYX Comparison
Open Charts BVALX vs VEVYX
BVALX vs VEVYX Comparison Chart in %
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BVALX vs. VEVYX commentary
Jun 24, 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 BVALX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.2B vs. BVALX (873M). BVALX pays higher dividends than VEVYX: BVALX (2.23) vs VEVYX (1.20). BVALX was incepted earlier than VEVYX: BVALX (8 years) vs VEVYX (13 years). VEVYX (0.66) is less costly to investors than BVALX (0.55). VEVYX is a more actively managed with annual turnover of: 45.00 vs. BVALX (27.00). BVALX (1000000) and VEVYX (1000000) have matching initial minimum investment requirements. BVALX annual gain was more profitable for investors over the last year : 13.99 vs. VEVYX (13.08). BVALX return over 5 years is better than : 20.10 vs. VEVYX (8.11).
| BVALX | VEVYX | BVALX / VEVYX | |
| Total Expense Ratio | 0.55 | 0.66 | 83% |
| Annual Report Gross Expense Ratio | 0.55 | 0.66 | 83% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 8.890 | 11.746 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 15.2B | 6% |
| Annual Yield % from dividends | 2.23 | 1.20 | 186% |
| Returns for 1 year | 13.99 | 13.08 | 107% |
| Returns for 3 years | 26.08 | 15.96 | 163% |
| Returns for 5 years | 20.10 | 8.11 | 248% |
| Returns for 10 years | N/A | 73.19 | - |
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